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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1051
Arlington Partners
Alabama
$10K +$613 +5 +8%
FPS
1052
Fieldpoint Private Securities
Connecticut
$10K +$1.23K +10 +17%
CAC
1053
Core Alternative Capital
Georgia
$10K +$6.99K +57 +438%
LSA
1054
Lansing Street Advisors
Pennsylvania
$10K +$8.22K +67 New
RIM
1055
Rockbridge Investment Management
New York
$9.11K -$4.91K -40 -40%
BWL
1056
Bogart Wealth LLC
Virginia
$9K -$17.8K -145 -71%
CFN
1057
Cordasco Financial Network
Florida
$9K
TSWM
1058
Tyler-Stone Wealth Management
Ohio
$9K
GIA
1059
GHP Investment Advisors
Colorado
$9K +$7.49K +61 New
BWM
1060
BerganKDV Wealth Management
Minnesota
$8K
FMP
1061
Financial Management Professionals
Texas
$8K +$736 +6 +12%
CI
1062
Cordant Inc
Oregon
$8K +$6.99K +57 New
TF
1063
Tompkins Financial
New York
$7K +$6.13K +50 New
SWA
1064
Sutton Wealth Advisors
Florida
$6.24K +$613 +5 +14%
WAS
1065
Winch Advisory Services
Wisconsin
$6K -$6.13K -50 -55%
BWS
1066
BCR Wealth Strategies
Alabama
$6K
CI Investments Inc
1067
CI Investments Inc
Ontario, Canada
$6K
RA
1068
Rise Advisors
New York
$6K
SC
1069
Schubert & Co
Texas
$6K +$1.72K +14 +61%
TFS
1070
TrustCore Financial Services
Tennessee
$6K +$4.91K +40 New
AF
1071
Arrow Financial
New York
$5K
POIA
1072
Pin Oak Investment Advisors
Texas
$5K
DI
1073
Disciplined Investments
Oklahoma
$5K +$3.8K +31 New
SWM
1074
Sugarloaf Wealth Management
Georgia
$4K
VNA
1075
Valley National Advisers
Pennsylvania
$4K