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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2076
AllSquare Wealth Management
New York
$66.8K
BC
2077
Barrett & Company
Rhode Island
$66.8K +$3.04K +15 +5%
GTAM
2078
Global Trust Asset Management
Florida
$64.7K -$25.3K -125 -29%
API
2079
Asset Planning Inc
California
$63.6K +$60.8K +300 New
RWS
2080
Retirement Wealth Solutions
Wisconsin
$63.5K +$62.8K +310 New
FWA
2081
FSC Wealth Advisors
New York
$62.5K +$59.8K +295 New
GA
2082
GoalVest Advisory
New York
$61.5K
CT
2083
Coastline Trust
Rhode Island
$61.5K +$43.6K +215 +287%
S
2084
Sachetta
Massachusetts
$57.2K +$1.01K +5 +2%
CCG
2085
Ceeto Capital Group
Florida
$56K -$1.52M -7,500 -97%
FF
2086
Friedenthal Financial
New Jersey
$55.1K +$52.7K +260 New
TIM
2087
Tortoise Investment Management
New York
$55.1K
SO
2088
Sierra Ocean
California
$55.1K +$52.7K +260 New
ACA
2089
American Capital Advisory
Idaho
$53K
OSNBOA
2090
Old Second National Bank of Aurora
Illinois
$53K
PPWM
2091
PFG Private Wealth Management
Florida
$53K
TC
2092
Truvestments Capital
Florida
$53K +$17.2K +85 +52%
AWM
2093
Accredited Wealth Management
Kentucky
$53K +$50.6K +250 New
SFCL
2094
Strengthening Families & Communities LLC
Massachusetts
$53K
IRAG
2095
Investment Research & Advisory Group
Georgia
$51.9K
LAMC
2096
Longview Asset Management (California)
California
$51.9K +$49.6K +245 New
PWMG
2097
Prestige Wealth Management Group
New Jersey
$47.7K
PWMG
2098
Private Wealth Management Group
New Jersey
$47.7K
PC
2099
Promus Capital
Illinois
$47.7K +$45.6K +225 New
AIC
2100
Archer Investment Corporation
Indiana
$46.6K