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Name Holding Trade Value Shares
Change
Change in
Stake
GI
2176
GS Investments
Minnesota
$19K – – –
CFO
2177
CVA Family Office
Colorado
$18K -$184K -1,134 -89%
CPWM
2178
Cypress Point Wealth Management
Texas
$18K -$38.7K -239 -67%
AWM
2179
AllSquare Wealth Management
New York
$18K – – –
LB
2180
Legacy Bridge
Iowa
$18K – – –
RG
2181
Retirement Group
California
$18K – – –
SC
2182
Solstein Capital
California
$18K +$19.4K +120 New
BA
2183
Bellwether Advisors
Nebraska
$17K +$9.72K +60 +97%
CPFP
2184
Clear Perspectives Financial Planning
Ohio
$16K – – –
RDFA
2185
Ritter Daniher Financial Advisory
Ohio
$16K – – –
RCA
2186
Ranch Capital Advisors
Florida
$16K +$17.2K +106 New
DI
2187
Disciplined Investments
Oklahoma
$15K – – –
CDIA
2188
Capital Directions Investment Advisors
Georgia
$14K – – –
KC
2189
Knuff & Co
California
$14K – – –
FA
2190
Financial Avengers
California
$14K +$162 +1 +1%
UFF
2191
USA Financial Formulas
Michigan
$14K +$15.9K +98 New
RFWA
2192
RPg Family Wealth Advisory
Massachusetts
$13.2K – – –
EIP
2193
Ellis Investment Partners
Pennsylvania
$13K – – –
IHWM
2194
Iron Horse Wealth Management
Iowa
$12K – – –
OCM
2195
Orion Capital Management
California
$11K – – –
HFS
2196
HBC Financial Services
Washington
$10K +$11.7K +72 New
CFN
2197
Cordasco Financial Network
Florida
$9K -$2.11K -13 -18%
FA
2198
Fortis Advisors
Pennsylvania
$9K – – –
IAS
2199
IMA Advisory Services
Colorado
$9K – – –
RIA
2200
RPG Investment Advisory
California
$9K – – –