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Name Holding Trade Value Shares
Change
Change in
Stake
FA
2501
Fortis Advisors
Pennsylvania
$36K – – –
FFW
2502
Fusion Family Wealth
New York
$36K – – –
AWM
2503
Avondale Wealth Management
Texas
$34K – – –
GSC
2504
G&S Capital
Colorado
$33K -$17K -125 -34%
PWP
2505
Personal Wealth Partners
Minnesota
$27K – – –
EWA
2506
Evolution Wealth Advisors
Florida
$27K +$18.6K +137 +221%
BGC
2507
Beutel, Goodman & Co
Ontario, Canada
$27K +$27.2K +200 New
PA
2508
PSI Advisors
Florida
$25K +$25.2K +185 New
DWA
2509
Dougherty Wealth Advisers
Minnesota
$23K – – –
HFS
2510
HBC Financial Services
Washington
$23K +$23.8K +175 New
FRA
2511
Front Row Advisors
California
$21K – – –
VEA
2512
Virtus ETF Advisers
New York
$21K – – –
CFD
2513
Creative Financial Designs
Indiana
$20K -$2.45K -18 -11%
OAJ
2514
Ogorek Anthony Joseph
New York
$20K +$8.17K +60 +67%
BEI
2515
Benjamin Edwards Inc
Missouri
$17K +$272 +2 +2%
RFWA
2516
RPg Family Wealth Advisory
Massachusetts
$15.9K -$27.2K -200 -63%
RWG
2517
Regal Wealth Group
California
$15K – – –
BCM
2518
Bourgeon Capital Management
Connecticut
$14K – – –
MWA
2519
Moser Wealth Advisors
Washington
$14K +$13.6K +100 New
NG
2520
NWK Group
California
$14K +$13.6K +100 New
IRAG
2521
Investment Research & Advisory Group
Georgia
$14K +$13.7K +101 New
Simplex Trading
2522
Simplex Trading
Illinois
$13K +$13.6K +100 New
TJHA
2523
Thomas J. Herzfeld Advisors
Florida
$11K -$544 -4 -5%
BC
2524
Barnett & Company
Tennessee
$9K -$68K -500 -88%
CIAS
2525
CBIZ Investment Advisory Services
Ohio
$8K – – –