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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
1301
Ten Capital Wealth Advisors
Washington
$4K +$4.04K +81 New
AWM
1302
Avondale Wealth Management
Texas
$4K +$4.24K +85 New
TCCM
1303
Timber Creek Capital Management
Massachusetts
$4K +$4.99K +100 New
RIM
1304
Rockbridge Investment Management
New York
$3.35K -$5.39K -108 -58%
SC
1305
Schubert & Co
Texas
$3K -$699 -14 -19%
HI
1306
Hoey Investments
Pennsylvania
$3K – – –
IAS
1307
IMA Advisory Services
Colorado
$3K – – –
CI
1308
Cordant Inc
Oregon
$3K +$3.69K +74 New
JPLA
1309
Joseph P. Lucia & Associates
New York
$3K +$3.99K +80 New
AIC
1310
Archer Investment Corporation
Indiana
$2.06K – – –
TFM
1311
TFC Financial Management
Massachusetts
$2K -$4.94K -99 -66%
DSC
1312
Duncker Streett & Co
Missouri
$2K – – –
GIA
1313
Goodwin Investment Advisory
Georgia
$2K – – –
LWA
1314
Lowe Wealth Advisors
Maryland
$2K – – –
MAWCM
1315
Mine & Arao Wealth Creation & Management
California
$2K – – –
SFA
1316
Semmax Financial Advisors
North Carolina
$2K – – –
BC
1317
Burleson & Co
California
$2K +$1.15K +23 +110%
TCI Wealth Advisors
1318
TCI Wealth Advisors
Arizona
$1K -$87.7K -1,757 -98%
CYG
1319
Clean Yield Group
Vermont
$1K -$18.3K -367 -95%
AFG
1320
Albion Financial Group
Utah
$1K -$1.45K -29 -50%
UFF
1321
USA Financial Formulas
Michigan
$1K -$1.4K -28 -47%
AWMS
1322
Advocacy Wealth Management Services
Georgia
$1K – – –
CWM
1323
CarsonAllaria Wealth Management
Illinois
$1K – – –
CWM
1324
Cedar Wealth Management
California
$1K – – –
HS
1325
Horan Securities
United States
$1K – – –