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Name Holding Trade Value Shares
Change
Change in
Stake
LWS
2051
Lucia Wealth Services
California
$20K -$336K -7,027 -94%
CAL
2052
Capital Advisors Ltd
Ohio
$19K +$191 +4 +1%
FCT
2053
Family Capital Trust
Massachusetts
$17K – – –
HCM
2054
Horrell Capital Management
Arkansas
$17K – – –
TCM
2055
TD Capital Management
Tennessee
$17K +$7.66K +160 +79%
WAS
2056
WESPAC Advisors SoCal
California
$15K – – –
JAM
2057
JCIC Asset Management
Ontario, Canada
$14K – – –
AWMF
2058
Arbor Wealth Management (Florida)
Florida
$14K +$14.4K +300 New
TCS
2059
Texas Children's
Texas
$14K +$14.4K +300 New
FFW
2060
Fusion Family Wealth
New York
$13K – – –
HCM
2061
Hilton Capital Management
New York
$13K – – –
NC
2062
NewSquare Capital
Pennsylvania
$12K -$14.4K -300 -55%
VEA
2063
Virtus ETF Advisers
New York
$12K +$12.2K +254 New
OFS
2064
Orrstown Financial Services
Pennsylvania
$11K – – –
AWM
2065
Avondale Wealth Management
Texas
$11K +$2.78K +58 +33%
BI
2066
Bramshill Investments
Florida
$10K +$10.2K +214 New
WPW
2067
Winthrop Partners - WNY
New York
$9.47K – – –
CFG
2068
CKW Financial Group
Hawaii
$9K – – –
GTAM
2069
Global Trust Asset Management
Florida
$9K – – –
IF
2070
Ironwood Financial
Arizona
$9K – – –
JWBC
2071
John W. Bristol & Co
New York
$9K +$9.57K +200 New
SSA
2072
Schonfeld Strategic Advisors
New York
$8K +$2.39M +50,000 New
CAM
2073
Close Asset Management
United Kingdom
$7K +$181K +3,775 +604%
HIM
2074
Hillsdale Investment Management
Ontario, Canada
$6K -$957 -20 -14%
EWM
2075
Elmwood Wealth Management
California
$6K – – –