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Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
2201
Kelly Lawrence W & Associates
California
$19K – – –
DWA
2202
Delos Wealth Advisors
Texas
$19K +$16.8K +125 New
RWM
2203
Raffa Wealth Management
District of Columbia
$18.5K -$48K -357 -75%
FI
2204
FormulaFolio Investments
Michigan
$18K – – –
MFG
2205
Monumental Financial Group
Maryland
$17K -$741K -5,503 -98%
RIA
2206
RPG Investment Advisory
California
$17K -$673 -5 -4%
YAL
2207
Your Advocates Ltd
Texas
$17K – – –
RFWA
2208
RPg Family Wealth Advisory
Massachusetts
$16.9K +$14.7K +109 New
Baillie Gifford & Co
2209
Baillie Gifford & Co
United Kingdom
$16K – – –
HR
2210
Howe & Rusling
New York
$15K -$13.5K -100 -51%
FPW
2211
Flagship Private Wealth
Massachusetts
$14.7K – – –
BMD
2212
Better Money Decisions
New Mexico
$13K – – –
FNBOSM
2213
First National Bank of South Miami
Florida
$13K – – –
NC
2214
NewSquare Capital
Pennsylvania
$12K – – –
TVWM
2215
Tower View Wealth Management
Wisconsin
$12K +$135 +1 +1%
AFS
2216
Annapolis Financial Services
Maryland
$10K – – –
CCMW
2217
Cypress Capital Management (Wyoming)
Wyoming
$10K – – –
SCA
2218
Stuart Chaussee & Associates
California
$10K – – –
BBL
2219
Beck Bode LLC
Massachusetts
$10K +$8.88K +66 New
LWA
2220
Lowe Wealth Advisors
Maryland
$9K +$1.35K +10 +20%
TJHA
2221
Thomas J. Herzfeld Advisors
Florida
$9K +$2.15K +16 +37%
FBT
2222
First Bank & Trust
South Dakota
$8K – – –
SFO
2223
Standard Family Office
South Dakota
$8K +$1.75K +13 +34%
PWP
2224
Personal Wealth Partners
Minnesota
$8K +$6.73K +50 New
SWM
2225
Selective Wealth Management
Virginia
$8K +$7.27K +54 New