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Name Holding Trade Value Shares
Change
Change in
Stake
FP
3051
Financial Perspectives
Minnesota
$62.5K – – –
MCA
3052
Maryland Capital Advisors
Maryland
$60.6K – – –
PP
3053
PFS Partners
New Jersey
$60.6K – – –
TIM
3054
Tortoise Investment Management
New York
$60.6K -$9.51K -100 -13%
HC
3055
Hurley Capital
New York
$60.6K – – –
VWM
3056
Vermillion Wealth Management
Minnesota
$60.6K – – –
RF
3057
Robinswood Financial
Washington
$60.6K +$30.4K +320 +97%
FWM
3058
FSA Wealth Management
Massachusetts
$59.7K +$9.51K +100 +19%
PA
3059
PSI Advisors
Florida
$58.8K -$329K -3,460 -85%
TFM
3060
TFC Financial Management
Massachusetts
$58.8K – – –
RWM
3061
Ruedi Wealth Management
Illinois
$58.7K – – –
CIAS
3062
CBIZ Investment Advisory Services
Ohio
$58.7K +$41.8K +440 +232%
VFM
3063
Vision Financial Markets
Connecticut
$57.8K -$23.8K -250 -29%
1M
3064
1248 Management
Missouri
$57.8K +$59K +620 New
GAG
3065
Goodman Advisory Group
Massachusetts
$57.8K +$59K +620 New
NMG
3066
New Millennium Group
Utah
$56.9K -$1.72M -18,040 -97%
KGP
3067
Keystone Global Partners
Colorado
$56K +$57.1K +600 New
SFA
3068
Semmax Financial Advisors
North Carolina
$52.5K -$951 -10 -2%
RWM
3069
Raffa Wealth Management
District of Columbia
$52.2K -$1.9K -20 -3%
PCA
3070
PMV Capital Advisers
Texas
$50.4K – – –
IA
3071
IFS Advisors
Kansas
$49.4K +$9.51K +100 +23%
ACM
3072
Accent Capital Management
Ohio
$49.4K +$43.7K +460 +657%
TWD
3073
True Wealth Design
Ohio
$48.5K +$23.8K +250 +93%
FFL
3074
Financial Freedom LLC
Ohio
$48.5K – – –
CWM
3075
Cranbrook Wealth Management
Michigan
$46.6K -$951 -10 -2%