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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1351
Sound Income Strategies
Florida
$22K – – –
ONST
1352
Old North State Trust
North Carolina
$21K -$34K -105 -63%
BCM
1353
Bourgeon Capital Management
Connecticut
$21K – – –
CCM
1354
Copeland Capital Management
Pennsylvania
$21K – – –
GAM
1355
Gemmer Asset Management
California
$21K – – –
MA
1356
Montag & Associates
Georgia
$21K – – –
RG
1357
Retirement Group
California
$21K +$19.4K +60 New
TSWM
1358
Tyler-Stone Wealth Management
Ohio
$21K +$19.8K +61 New
DHGWA
1359
Dixon Hughes Goodman Wealth Advisors
North Carolina
$21K +$20.1K +62 New
SWM
1360
Sugarloaf Wealth Management
Georgia
$20K – – –
HCP
1361
Hexagon Capital Partners
Arkansas
$19K – – –
NSIM
1362
North Star Investment Management
Illinois
$19K +$324 +1 +2%
JFGIW
1363
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K +$2.92K +9 +20%
SC
1364
Sierra Capital
Florida
$19K +$16.2K +50 +1,000%
SFO
1365
Standard Family Office
South Dakota
$19K +$17.8K +55 New
IFAM
1366
Institutional & Family Asset Management
Colorado
$18K – – –
SC
1367
Solstein Capital
California
$17K -$45.4K -140 -74%
MFM
1368
MD Financial Management
Ontario, Canada
$17K – – –
CAL
1369
Capital Analysts LLC
Pennsylvania
$17K +$15.6K +48 New
RIM
1370
Rockbridge Investment Management
New York
$15K – – –
TCWA
1371
Ten Capital Wealth Advisors
Washington
$15K – – –
AFG
1372
Albion Financial Group
Utah
$14K – – –
LWP
1373
Laurel Wealth Planning
Minnesota
$14K – – –
DWA
1374
Delos Wealth Advisors
Texas
$14K +$12.6K +39 New
CWM
1375
Curi Wealth Management
North Carolina
$14K +$13.6K +42 New