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Name Holding Trade Value Shares
Change
Change in
Stake
NC
2201
NewSquare Capital
Pennsylvania
$11K
TVWM
2202
Tower View Wealth Management
Wisconsin
$11K
TCWM
2203
Total Clarity Wealth Management
Illinois
$11K +$12.7K +78 New
AFS
2204
Annapolis Financial Services
Maryland
$10K
SCA
2205
Stuart Chaussee & Associates
California
$10K
CCMW
2206
Cypress Capital Management (Wyoming)
Wyoming
$9K
LWA
2207
Lowe Wealth Advisors
Maryland
$9K
TJHA
2208
Thomas J. Herzfeld Advisors
Florida
$9K
SWM
2209
Selective Wealth Management
Virginia
$8K
CWM
2210
Cranbrook Wealth Management
Michigan
$8K +$8.97K +55 New
RIA
2211
RPG Investment Advisory
California
$7K -$10.6K -65 -58%
APC
2212
Aspire Private Capital
North Carolina
$7K
FBT
2213
First Bank & Trust
South Dakota
$7K
ACA
2214
Atlas Capital Advisors
Wyoming
$6.83K
ST
2215
Sageworth Trust
Pennsylvania
$6K -$16.3K -100 -71%
CCC
2216
Crescent Capital Consulting
Louisiana
$6K
T2I
2217
Turim 21 Investimentos
Brazil
$6K
CTB
2218
Country Trust Bank
Illinois
$6K +$6.85K +42 New
HWM
2219
HighMark Wealth Management
Minnesota
$5K -$1.47K -9 -21%
EIP
2220
Ellis Investment Partners
Pennsylvania
$5K
AWM
2221
Atticus Wealth Management
Florida
$5K +$3.75K +23 +209%
GTAM
2222
Global Trust Asset Management
Florida
$4K
LIM
2223
Longfellow Investment Management
Massachusetts
$4K
PPWM
2224
PFG Private Wealth Management
Florida
$4K +$4.08K +25 New
IHWM
2225
Iron Horse Wealth Management
Iowa
$3K