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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2076
MidAtlantic Capital Management
Virginia
$68.9K – – –
AWM
2077
AllSquare Wealth Management
New York
$66.8K – – –
BC
2078
Barrett & Company
Rhode Island
$66.8K +$3.04K +15 +5%
GTAM
2079
Global Trust Asset Management
Florida
$64.7K -$25.3K -125 -29%
API
2080
Asset Planning Inc
California
$63.6K +$60.8K +300 New
RWS
2081
Retirement Wealth Solutions
Wisconsin
$63.5K +$62.8K +310 New
FWA
2082
FSC Wealth Advisors
New York
$62.5K +$59.8K +295 New
GA
2083
GoalVest Advisory
New York
$61.5K – – –
CT
2084
Coastline Trust
Rhode Island
$61.5K +$43.6K +215 +287%
S
2085
Sachetta
Massachusetts
$57.2K +$1.01K +5 +2%
CCG
2086
Ceeto Capital Group
Florida
$56K -$1.52M -7,500 -97%
FF
2087
Friedenthal Financial
New Jersey
$55.1K +$52.7K +260 New
TIM
2088
Tortoise Investment Management
New York
$55.1K – – –
SO
2089
Sierra Ocean
California
$55.1K +$52.7K +260 New
ACA
2090
American Capital Advisory
Idaho
$53K – – –
OSNBOA
2091
Old Second National Bank of Aurora
Illinois
$53K – – –
PPWM
2092
PFG Private Wealth Management
Florida
$53K – – –
TC
2093
Truvestments Capital
Florida
$53K +$17.2K +85 +52%
AWM
2094
Accredited Wealth Management
Kentucky
$53K +$50.6K +250 New
SFCL
2095
Strengthening Families & Communities LLC
Massachusetts
$53K – – –
IRAG
2096
Investment Research & Advisory Group
Georgia
$51.9K – – –
LAMC
2097
Longview Asset Management (California)
California
$51.9K +$49.6K +245 New
PWMG
2098
Prestige Wealth Management Group
New Jersey
$47.7K – – –
PWMG
2099
Private Wealth Management Group
New Jersey
$47.7K – – –
PC
2100
Promus Capital
Illinois
$47.7K +$45.6K +225 New