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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1801
Orion Capital Management
California
$40.4K – – –
API
1802
Asset Planning Inc
California
$40.3K – – –
LFA
1803
LGT Financial Advisors
Texas
$40.3K +$18K +871 +94%
SO
1804
Sierra Ocean
California
$40.1K +$539 +26 +1%
DPW
1805
DiNuzzo Private Wealth
Pennsylvania
$40K – – –
CCM
1806
Chilton Capital Management
Texas
$39.7K -$964K -46,500 -96%
AWM
1807
Accredited Wealth Management
Kentucky
$37.4K – – –
BL
1808
BFSG LLC
California
$36.6K – – –
RWM
1809
RMG Wealth Management
Wisconsin
$36K +$31.8K +1,537 New
FGA
1810
Fortis Group Advisors
New Jersey
$35.9K -$249K -11,993 -88%
HFS
1811
Horizon Financial Services
North Carolina
$35.8K – – –
MHR
1812
Matthew Hamilton Rosenberg
$35.5K +$16.5K +796 +101%
PGAM
1813
Princeton Global Asset Management
New Jersey
$35.1K -$18.7K -902 -37%
WFA
1814
West Financial Advisors
Iowa
$34.9K – – –
FPF
1815
First Pacific Financial
Washington
$34.9K +$17K +822 +112%
CFFP
1816
Center for Financial Planning
Michigan
$33.9K -$2.07K -100 -6%
MMCM
1817
Murphy & Mullick Capital Management
New York
$33.7K – – –
PCTC
1818
Perkins Coie Trust Company
Washington
$33.1K -$4.14K -200 -12%
EWA
1819
EQ Wealth Advisors
Texas
$33K – – –
BCM
1820
Blume Capital Management
California
$32.3K +$5.76K +278 +24%
AP
1821
Atwood & Palmer
Missouri
$31.4K +$4.14K +200 +17%
EAM
1822
Eukles Asset Management
Ohio
$31.4K +$10.4K +500 +56%
PWMG
1823
Private Wealth Management Group
New Jersey
$30.9K +$2.03K +98 +8%
SWM
1824
Shelton Wealth Management
Texas
$30.9K +$28.6K +1,378 New
Kayne Anderson Rudnick Investment Management
1825
Kayne Anderson Rudnick Investment Management
California
$30.7K +$1.99K +96 +8%