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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
2101
First Personal Financial Services
North Carolina
$6K
TVWM
2102
Tower View Wealth Management
Wisconsin
$6K
SWM
2103
Selective Wealth Management
Virginia
$6K +$1.94K +18 +33%
CWM
2104
Cranbrook Wealth Management
Michigan
$5K
CCMW
2105
Cypress Capital Management (Wyoming)
Wyoming
$5K
SCA
2106
Stuart Chaussee & Associates
California
$5K
TJHA
2107
Thomas J. Herzfeld Advisors
Florida
$5K
LWA
2108
Lowe Wealth Advisors
Maryland
$5K +$108 +1 +2%
CI
2109
Cordant Inc
Oregon
$5K +$7K +65 New
TAM
2110
Tucker Asset Management
Colorado
$4.63K +$215 +2 +4%
APW
2111
Axim Planning & Wealth
Ohio
$4K
HI
2112
Hoey Investments
Pennsylvania
$4K
IWP
2113
IAG Wealth Partners
Wisconsin
$4K
UIA
2114
Ulland Investment Advisors
Minnesota
$4K
KSWA
2115
Kathleen S. Wright Associates
Pennsylvania
$4K +$4.84K +45 New
ACA
2116
Atlas Capital Advisors
Wyoming
$3.91K
BLC
2117
Brown, Lisle/Cummings
Rhode Island
$3.74K
PP
2118
PFS Partners
New Jersey
$3.22K
DI
2119
Disciplined Investments
Oklahoma
$3K -$3.88K -36 -49%
EIP
2120
Ellis Investment Partners
Pennsylvania
$3K
FWA
2121
FSC Wealth Advisors
New York
$3K
GAG
2122
Goodman Advisory Group
Massachusetts
$3K
HWM
2123
HighMark Wealth Management
Minnesota
$3K
HWM
2124
Horizons Wealth Management
North Carolina
$3K
ST
2125
Sageworth Trust
Pennsylvania
$3K