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Name Holding Trade Value Shares
Change
Change in
Stake
MWC
1901
MKD Wealth Coaches
Michigan
$13K – – –
APW
1902
Acima Private Wealth
Virginia
$11K – – –
DAM
1903
Delta Asset Management
Tennessee
$11K – – –
LPWM
1904
Lake Point Wealth Management
Texas
$9K – – –
SAM
1905
Shamrock Asset Management
Texas
$9K – – –
IRC
1906
Investors Research Corp
Georgia
$8K – – –
TFGT
1907
TS Financial Group (TSFG)
Illinois
$8K – – –
WWM
1908
Willingdon Wealth Management
North Carolina
$7K -$3.5K -14 -36%
SC
1909
Sawyer & Company
Massachusetts
$7K – – –
SCA
1910
Stuart Chaussee & Associates
California
$7K – – –
THWM
1911
Taylor Hoffman Wealth Management
Virginia
$6K – – –
TVWM
1912
Tower View Wealth Management
Wisconsin
$5K – – –
GEA
1913
Glen Eagle Advisors
New Jersey
$4.5K +$250 +1 +6%
TAIM
1914
TD Ameritrade Investment Management
Nebraska
$3K -$132K -529 -98%
AA
1915
AlphaMark Advisors
Kentucky
$3K – – –
CCM
1916
Copeland Capital Management
Pennsylvania
$3K – – –
VNA
1917
Valley National Advisers
Pennsylvania
$3K – – –
PW
1918
Price Wealth
Texas
$3K +$2.5K +10 New
RCG
1919
Ruggie Capital Group
Florida
$3K +$3K +12 New
NC
1920
NewSquare Capital
Pennsylvania
$2K -$17K -68 -92%
BC
1921
Barnett & Company
Tennessee
$2K – – –
GC
1922
Globeflex Capital
California
$2K +$1.5K +6 New
PCTC
1923
Perkins Coie Trust Company
Washington
$2K +$1.75K +7 New
WIM
1924
Westside Investment Management
California
$2K +$2.75K +11 New
CIR
1925
Clear Investment Research
Georgia
$1K – – –