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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1801
LGT Financial Advisors
Texas
$40.3K +$18K +871 +94%
SO
1802
Sierra Ocean
California
$40.1K +$539 +26 +1%
DPW
1803
DiNuzzo Private Wealth
Pennsylvania
$40K
CCM
1804
Chilton Capital Management
Texas
$39.7K -$964K -46,500 -96%
AWM
1805
Accredited Wealth Management
Kentucky
$37.4K
BL
1806
BFSG LLC
California
$36.6K
RWM
1807
RMG Wealth Management
Wisconsin
$36K +$31.8K +1,537 New
FGA
1808
Fortis Group Advisors
New Jersey
$35.9K -$249K -11,993 -88%
HFS
1809
Horizon Financial Services
North Carolina
$35.8K
MHR
1810
Matthew Hamilton Rosenberg
$35.5K +$16.5K +796 +101%
PGAM
1811
Princeton Global Asset Management
New Jersey
$35.1K -$18.7K -902 -37%
WFA
1812
West Financial Advisors
Iowa
$34.9K
FPF
1813
First Pacific Financial
Washington
$34.9K +$17K +822 +112%
CFFP
1814
Center for Financial Planning
Michigan
$33.9K -$2.07K -100 -6%
MMCM
1815
Murphy & Mullick Capital Management
New York
$33.7K
PCTC
1816
Perkins Coie Trust Company
Washington
$33.1K -$4.14K -200 -12%
EWA
1817
EQ Wealth Advisors
Texas
$33K
BCM
1818
Blume Capital Management
California
$32.3K +$5.76K +278 +24%
AP
1819
Atwood & Palmer
Missouri
$31.4K +$4.14K +200 +17%
EAM
1820
Eukles Asset Management
Ohio
$31.4K +$10.4K +500 +56%
PWMG
1821
Private Wealth Management Group
New Jersey
$30.9K +$2.03K +98 +8%
SWM
1822
Shelton Wealth Management
Texas
$30.9K +$28.6K +1,378 New
Kayne Anderson Rudnick Investment Management
1823
Kayne Anderson Rudnick Investment Management
California
$30.7K +$1.99K +96 +8%
EWM
1824
Evermay Wealth Management
Virginia
$30.5K -$1.37K -66 -5%
CNBT
1825
Cornerstone National Bank & Trust
Illinois
$29.7K