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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1001
Selective Wealth Management
Virginia
$13K
RIM
1002
Rockbridge Investment Management
New York
$12K
OIA
1003
Optimum Investment Advisors
Illinois
$11K
CWM
1004
Cedar Wealth Management
California
$11K +$10.9K +100 New
HNWAG
1005
High Net Worth Advisory Group
Florida
$11K +$10.9K +100 New
WAS
1006
Winch Advisory Services
Wisconsin
$10K
MCM
1007
MV Capital Management
Maryland
$10K +$1.53K +14 +19%
SMG
1008
Spectrum Management Group
Indiana
$10K +$9.29K +85 New
KFP
1009
KB Financial Partners
New Jersey
$10K +$9.84K +90 New
ME
1010
McIlrath & Eck
Washington
$9K
SFM
1011
Signet Financial Management
New Jersey
$9K +$8.64K +79 New
IFAM
1012
Institutional & Family Asset Management
Colorado
$8K
SC
1013
Solstein Capital
California
$8K
CCMW
1014
Cypress Capital Management (Wyoming)
Wyoming
$7K
BIA
1015
Bell Investment Advisors
California
$7K +$437 +4 +7%
FPS
1016
Fieldpoint Private Securities
Connecticut
$7K +$3.83K +35 +152%
AP
1017
Arlington Partners
Alabama
$7K +$6.56K +60 New
CFN
1018
Cordasco Financial Network
Florida
$7K +$6.56K +60 New
TSWM
1019
Tyler-Stone Wealth Management
Ohio
$7K +$6.89K +63 New
JWM
1020
Janiczek Wealth Management
Colorado
$7K +$7.11K +65 New
AWA
1021
Amplius Wealth Advisors
Pennsylvania
$7K +$7.54K +69 New
BWM
1022
BerganKDV Wealth Management
Minnesota
$6K -$109 -1 -2%
FMP
1023
Financial Management Professionals
Texas
$6K
BWS
1024
BCR Wealth Strategies
Alabama
$5K +$4.37K +40 New
RA
1025
Rise Advisors
New York
$4.68K +$4.48K +41 New