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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
901
Carolinas Wealth Consulting
North Carolina
$4K -$38 -1 -1%
AWM
902
AllSquare Wealth Management
New York
$4K – – –
EWA
903
Evolution Wealth Advisors
Florida
$4K – – –
SWA
904
SOA Wealth Advisors
New York
$4K +$1.77K +47 +63%
PWP
905
Personal Wealth Partners
Minnesota
$4K +$3.69K +98 New
PMAS
906
PNC Managed Account Solutions
Texas
$4K +$3.8K +101 New
LPWM
907
Lake Point Wealth Management
Texas
$4K +$4.21K +112 New
CCM
908
Copeland Capital Management
Pennsylvania
$3K – – –
GWSG
909
GPS Wealth Strategies Group
Colorado
$3K +$1.47K +39 +93%
CMBA
910
C.M. Bidwell & Associates
Hawaii
$3K +$3.01K +80 New
KFP
911
KB Financial Partners
New Jersey
$2K -$14K -371 -87%
HIA
912
Harbor Investment Advisory
Maryland
$2K – – –
SFO
913
Standard Family Office
South Dakota
$2K – – –
TCWA
914
Ten Capital Wealth Advisors
Washington
$2K – – –
TFM
915
TFC Financial Management
Massachusetts
$2K – – –
TSW
916
Thompson Siegel & Walmsley
Virginia
$2K – – –
WLPWM
917
Walled Lake Planning & Wealth Management
Illinois
$2K – – –
LF
918
Lee Financial
Texas
$2K +$1.66K +44 New
APWA
919
Atlas Private Wealth Advisors
New Jersey
$2K +$1.73K +46 New
KFS
920
Kelly Financial Services
Massachusetts
$1.34K – – –
PCA
921
Providence Capital Advisors
North Carolina
$1K -$4.01M -106,417 -100%
NSB
922
Norway Savings Bank
Maine
$1K – – –
TFA
923
Transamerica Financial Advisors
Florida
$1K +$263 +7 New
BU
924
BBVA USA
Alabama
$1K +$903 +24 New
GFPC
925
Global Financial Private Client
Florida
$610 – – –