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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
2101
Annapolis Financial Services
Maryland
$7K +$2.15K +20 +29%
RCM
2102
Raleigh Capital Management
North Carolina
$7K +$4.41K +41 +108%
FPFS
2103
First Personal Financial Services
North Carolina
$6K – – –
TVWM
2104
Tower View Wealth Management
Wisconsin
$6K – – –
SWM
2105
Selective Wealth Management
Virginia
$6K +$1.94K +18 +33%
CWM
2106
Cranbrook Wealth Management
Michigan
$5K – – –
CCMW
2107
Cypress Capital Management (Wyoming)
Wyoming
$5K – – –
SCA
2108
Stuart Chaussee & Associates
California
$5K – – –
TJHA
2109
Thomas J. Herzfeld Advisors
Florida
$5K – – –
LWA
2110
Lowe Wealth Advisors
Maryland
$5K +$108 +1 +2%
CI
2111
Cordant Inc
Oregon
$5K +$7K +65 New
TAM
2112
Tucker Asset Management
Colorado
$4.63K +$215 +2 +4%
APW
2113
Axim Planning & Wealth
Ohio
$4K – – –
HI
2114
Hoey Investments
Pennsylvania
$4K – – –
IWP
2115
IAG Wealth Partners
Wisconsin
$4K – – –
UIA
2116
Ulland Investment Advisors
Minnesota
$4K – – –
KSWA
2117
Kathleen S. Wright Associates
Pennsylvania
$4K +$4.84K +45 New
ACA
2118
Atlas Capital Advisors
Wyoming
$3.91K – – –
BLC
2119
Brown, Lisle/Cummings
Rhode Island
$3.74K – – –
PP
2120
PFS Partners
New Jersey
$3.22K – – –
DI
2121
Disciplined Investments
Oklahoma
$3K -$3.88K -36 -49%
EIP
2122
Ellis Investment Partners
Pennsylvania
$3K – – –
FWA
2123
FSC Wealth Advisors
New York
$3K – – –
GAG
2124
Goodman Advisory Group
Massachusetts
$3K – – –
HWM
2125
HighMark Wealth Management
Minnesota
$3K – – –