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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1051
Institutional & Family Asset Management
Colorado
$10K -$123 -1 -2%
SC
1052
Solstein Capital
California
$10K – – –
AP
1053
Arlington Partners
Alabama
$10K +$613 +5 +8%
FPS
1054
Fieldpoint Private Securities
Connecticut
$10K +$1.23K +10 +17%
CAC
1055
Core Alternative Capital
Georgia
$10K +$6.99K +57 +438%
LSA
1056
Lansing Street Advisors
Pennsylvania
$10K +$8.22K +67 New
RIM
1057
Rockbridge Investment Management
New York
$9.11K -$4.91K -40 -40%
BWL
1058
Bogart Wealth LLC
Virginia
$9K -$17.8K -145 -71%
CFN
1059
Cordasco Financial Network
Florida
$9K – – –
TSWM
1060
Tyler-Stone Wealth Management
Ohio
$9K – – –
GIA
1061
GHP Investment Advisors
Colorado
$9K +$7.49K +61 New
BWM
1062
BerganKDV Wealth Management
Minnesota
$8K – – –
FMP
1063
Financial Management Professionals
Texas
$8K +$736 +6 +12%
CI
1064
Cordant Inc
Oregon
$8K +$6.99K +57 New
TF
1065
Tompkins Financial
New York
$7K +$6.13K +50 New
SWA
1066
Sutton Wealth Advisors
Florida
$6.24K +$613 +5 +14%
WAS
1067
Winch Advisory Services
Wisconsin
$6K -$6.13K -50 -55%
BWS
1068
BCR Wealth Strategies
Alabama
$6K – – –
CI Investments Inc
1069
CI Investments Inc
Ontario, Canada
$6K – – –
RA
1070
Rise Advisors
New York
$6K – – –
SC
1071
Schubert & Co
Texas
$6K +$1.72K +14 +61%
TFS
1072
TrustCore Financial Services
Tennessee
$6K +$4.91K +40 New
AF
1073
Arrow Financial
New York
$5K – – –
POIA
1074
Pin Oak Investment Advisors
Texas
$5K – – –
DI
1075
Disciplined Investments
Oklahoma
$5K +$3.8K +31 New