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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
2451
Delta Asset Management
Tennessee
$14K – – –
RDFA
2452
Ritter Daniher Financial Advisory
Ohio
$14K – – –
SFO
2453
Standard Family Office
South Dakota
$13K – – –
BSG
2454
Black Swift Group
Colorado
$12K +$11.5K +33 New
MFT
2455
Moisand Fitzgerald Tamayo
Florida
$11K – – –
UFF
2456
USA Financial Formulas
Michigan
$9K – – –
EWM
2457
Edge Wealth Management
New York
$9K +$8.72K +25 New
FEG
2458
Financial Enhancement Group
Indiana
$9K +$8.72K +25 +2,500%
EIP
2459
Ellis Investment Partners
Pennsylvania
$8K – – –
SL
2460
Savior LLC
Massachusetts
$8K +$6.63K +19 +475%
CWM
2461
Cranbrook Wealth Management
Michigan
$8K +$8.03K +23 New
FA
2462
Financial Avengers
California
$7K – – –
Q
2463
QVR
California
$6K -$207K -592 -97%
LGWM
2464
Litman Gregory Wealth Management
California
$6K – – –
FI
2465
FormulaFolio Investments
Michigan
$5K -$4.54M -13,006 -100%
BA
2466
Bellwether Advisors
Nebraska
$5K – – –
BCH
2467
Berkshire Capital Holdings
California
$4K – – –
LIM
2468
Longfellow Investment Management
Massachusetts
$4K – – –
TCM
2469
TD Capital Management
Tennessee
$4K +$3.49K +10 New
HF
2470
Halpern Financial
Virginia
$3.56K – – –
CCM
2471
Copeland Capital Management
Pennsylvania
$3K – – –
PCTC
2472
Perkins Coie Trust Company
Washington
$2K – – –
TCWA
2473
Ten Capital Wealth Advisors
Washington
$2K – – –
CIA
2474
CSat Investment Advisory
Michigan
$2K +$698 +2 +50%
DI
2475
Disciplined Investments
Oklahoma
$2K +$2.09K +6 New