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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
1001
Washington Trust Advisors
Massachusetts
$15K +$14.9K +136 New
TWM
1002
Tradition Wealth Management
Minnesota
$14K -$1.64K -15 -11%
SWM
1003
Selective Wealth Management
Virginia
$13K – – –
RIM
1004
Rockbridge Investment Management
New York
$12K – – –
OIA
1005
Optimum Investment Advisors
Illinois
$11K – – –
CWM
1006
Cedar Wealth Management
California
$11K +$10.9K +100 New
HNWAG
1007
High Net Worth Advisory Group
Florida
$11K +$10.9K +100 New
WAS
1008
Winch Advisory Services
Wisconsin
$10K – – –
MCM
1009
MV Capital Management
Maryland
$10K +$1.53K +14 +19%
SMG
1010
Spectrum Management Group
Indiana
$10K +$9.29K +85 New
KFP
1011
KB Financial Partners
New Jersey
$10K +$9.84K +90 New
ME
1012
McIlrath & Eck
Washington
$9K – – –
SFM
1013
Signet Financial Management
New Jersey
$9K +$8.64K +79 New
IFAM
1014
Institutional & Family Asset Management
Colorado
$8K – – –
SC
1015
Solstein Capital
California
$8K – – –
CCMW
1016
Cypress Capital Management (Wyoming)
Wyoming
$7K – – –
BIA
1017
Bell Investment Advisors
California
$7K +$437 +4 +7%
FPS
1018
Fieldpoint Private Securities
Connecticut
$7K +$3.83K +35 +152%
AP
1019
Arlington Partners
Alabama
$7K +$6.56K +60 New
CFN
1020
Cordasco Financial Network
Florida
$7K +$6.56K +60 New
TSWM
1021
Tyler-Stone Wealth Management
Ohio
$7K +$6.89K +63 New
JWM
1022
Janiczek Wealth Management
Colorado
$7K +$7.11K +65 New
AWA
1023
Amplius Wealth Advisors
Pennsylvania
$7K +$7.54K +69 New
BWM
1024
BerganKDV Wealth Management
Minnesota
$6K -$109 -1 -2%
FMP
1025
Financial Management Professionals
Texas
$6K – – –