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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
801
Institutional & Family Asset Management
Colorado
$13K – – –
MMG
802
Monetary Management Group
Missouri
$13K – – –
PGWM
803
Parisi Gray Wealth Management
New Jersey
$13K – – –
JIR
804
James Investment Research
Ohio
$13K +$12.2K +244 New
SIAS
805
Shine Investment Advisory Services
Colorado
$12K – – –
SIM
806
Sonora Investment Management
Arizona
$12K +$4.95K +99 +77%
BWA
807
BDO Wealth Advisors
Florida
$11K – – –
TC
808
Trust Company
Kansas
$11K – – –
SWA
809
Sutton Wealth Advisors
Florida
$10.8K – – –
SCM
810
Shelton Capital Management
Colorado
$10.1K -$386K -7,728 -96%
DBT
811
Dubuque Bank & Trust
Iowa
$10K -$18.1K -362 -66%
AWMF
812
Arbor Wealth Management (Florida)
Florida
$10K – – –
NC
813
NewSquare Capital
Pennsylvania
$10K – – –
LHC
814
Little House Capital
Massachusetts
$10K +$9.99K +200 New
LPWM
815
Lake Point Wealth Management
Texas
$9K -$601K -12,036 -99%
KL
816
KWMG LLC
Kansas
$9K – – –
LFG
817
Larson Financial Group
Missouri
$9K +$150 +3 +2%
LWM
818
Lenox Wealth Management
Ohio
$9K +$1.4K +28 +20%
LB
819
Legacy Bridge
Iowa
$9K +$8.64K +173 New
FPFS
820
First Personal Financial Services
North Carolina
$8K – – –
MSA
821
Marino Stram & Associates
Massachusetts
$8K – – –
TFGT
822
TS Financial Group (TSFG)
Illinois
$7K +$6.7K +134 New
EWM
823
Elmwood Wealth Management
California
$6K – – –
GAM
824
Gemmer Asset Management
California
$6K – – –
IDBONY
825
Israel Discount Bank of New York
New York
$6K – – –