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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1251
Capital Advisors Ltd
Ohio
$21K +$19.1K +245 +148%
CFFP
1252
Center for Financial Planning
Michigan
$20.6K
TIM
1253
Tortoise Investment Management
New York
$20.2K
MPCL
1254
My Personal CFO LLC
Washington
$20.2K +$20.3K +260 New
SWM
1255
Sugarloaf Wealth Management
Georgia
$19.8K -$37.1K -475 -65%
CCA
1256
Catalyst Capital Advisors
New York
$19.4K -$107K -1,375 -85%
LWANC
1257
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.4K
OSNBOA
1258
Old Second National Bank of Aurora
Illinois
$19.4K
DWP
1259
Destiny Wealth Partners
Florida
$19.4K +$5.47K +70 +39%
DSC
1260
Duncker Streett & Co
Missouri
$19.4K +$19.5K +250 New
IRAG
1261
Investment Research & Advisory Group
Georgia
$19K
BWM
1262
Baystate Wealth Management
Massachusetts
$19K
PPWM
1263
PFG Private Wealth Management
Florida
$19K
CAC
1264
Core Alternative Capital
Georgia
$18.6K -$23.4K -300 -56%
FFC
1265
First Financial Corp
Indiana
$18.6K +$18.8K +240 New
BHWM
1266
Beaird Harris Wealth Management
Texas
$18.2K +$18.4K +235 New
AWM
1267
Abound Wealth Management
Tennessee
$17.5K -$2.35K -30 -12%
WAM
1268
Worth Asset Management
Texas
$17.5K
RA
1269
Rational Advisors
New York
$17.1K
BLC
1270
Brown, Lisle/Cummings
Rhode Island
$17.1K +$3.52K +45 +26%
BIA
1271
Bell Investment Advisors
California
$16.7K -$6.64K -85 -28%
Q
1272
QVR
California
$16.3K -$474K -6,060 -97%
HGERS
1273
Householder Group Estate & Retirement Specialist
Arizona
$16K
BAAM
1274
Baker Avenue Asset Management
California
$15.9K +$16K +205 New
HFM
1275
Hartford Financial Management
Connecticut
$15.5K