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Name Holding Trade Value Shares
Change
Change in
Stake
PC
2601
Permanens Capital
New York
$42K
JWBC
2602
John W. Brooker & Co
California
$39K
TAIM
2603
TD Ameritrade Investment Management
Nebraska
$39K +$8.93K +39 +34%
IWP
2604
IAG Wealth Partners
Wisconsin
$38K
PG
2605
Proffitt & Goodson
Tennessee
$38K +$3.89K +17 +13%
FBT
2606
First Bank & Trust
South Dakota
$37K -$4.12K -18 -11%
SWM
2607
Selective Wealth Management
Virginia
$35K +$22.9K +100 +244%
RWM
2608
Raffa Wealth Management
District of Columbia
$33.1K -$687 -3 -2%
BC
2609
Belmont Capital
California
$33K
FEG
2610
Financial Enhancement Group
Indiana
$31K -$21.1K -92 -43%
DCM
2611
Davis Capital Management
Florida
$31K +$229 +1 +0.8%
PW
2612
Price Wealth
Texas
$31K +$16.5K +72 +138%
WAM
2613
Wolverine Asset Management
Illinois
$29K -$1.16M -5,082 -98%
ST
2614
Sageworth Trust
Pennsylvania
$29K +$3.43K +15 +15%
CAM
2615
Cacti Asset Management
Georgia
$25K
QCMC
2616
Quantum Capital Management (California)
California
$25K
ACA
2617
Atlas Capital Advisors
Wyoming
$24K
LFG
2618
LifePlan Financial Group
Ohio
$24K
RIA
2619
RPG Investment Advisory
California
$24K +$16K +70 +280%
MAM
2620
Marquette Asset Management
Minnesota
$23K -$430K -1,877 -95%
HFS
2621
HBC Financial Services
Washington
$16K -$23.8K -104 -43%
RWG
2622
Regal Wealth Group
California
$16K
SA
2623
SRH Advisors
Kansas
$16K
TJHA
2624
Thomas J. Herzfeld Advisors
Florida
$16K +$4.81K +21 +53%
JWM
2625
Janiczek Wealth Management
Colorado
$15K +$9.38K +41 +205%