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Name Holding Trade Value Shares
Change
Change in
Stake
BL
1926
Balentine LLC
Georgia
$29K +$8.36K +62 +42%
LWA
1927
Lenox Wealth Advisors
New York
$28K +$9.04K +67 +50%
JWM
1928
Janiczek Wealth Management
Colorado
$26K
TCCM
1929
Timber Creek Capital Management
Massachusetts
$25K
SAM
1930
Shamrock Asset Management
Texas
$23K
GWAG
1931
Garrett Wealth Advisory Group
Texas
$22.8K +$22.1K +164 New
CQS
1932
Credential Qtrade Securities
$22.1K
RFWA
1933
RPg Family Wealth Advisory
Massachusetts
$21.8K
NCM
1934
Next Capital Management
New York
$21K -$9.98K -74 -33%
HCM
1935
Horrell Capital Management
Arkansas
$20K
MSFP
1936
Mark Sheptoff Financial Planning
Connecticut
$15K
MFT
1937
Moisand Fitzgerald Tamayo
Florida
$15K
RWM
1938
Raffa Wealth Management
District of Columbia
$14.7K +$14.3K +106 New
FMP
1939
Financial Management Professionals
Texas
$14K
AGA
1940
Accuvest Global Advisors
Utah
$13K -$396K -2,934 -97%
AM
1941
Atwater Malick
Pennsylvania
$12K +$11.3K +84 New
RWG
1942
Regal Wealth Group
California
$11K
CRM
1943
Cramer Rosenthal McGlynn
Connecticut
$9K
CA
1944
Crewe Advisors
Utah
$8K
GC
1945
Globeflex Capital
California
$7K
IF
1946
Ironwood Financial
Arizona
$7K
LGWM
1947
Litman Gregory Wealth Management
California
$7K
1NWS
1948
1 North Wealth Services
Maryland
$7K +$6.74K +50 New
BCM
1949
Bourgeon Capital Management
Connecticut
$7K +$7.01K +52 New
UB
1950
UMB Bank
Missouri
$6.74K -$67.6K -501 -1%