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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2401
Bourgeon Capital Management
Connecticut
$29K – – –
CCMW
2402
Cypress Capital Management (Wyoming)
Wyoming
$28K -$35.9K -1,054 -54%
CH
2403
Canton Hathaway
Rhode Island
$28K -$18K -527 -37%
TCM
2404
TD Capital Management
Tennessee
$27K -$6.34K -186 -17%
LSA
2405
Lion Street Advisors
Texas
$27K +$29.9K +878 New
WCM
2406
Wealthcare Capital Management
Virginia
$26K -$9.71K -285 -25%
JPLA
2407
Joseph P. Lucia & Associates
New York
$26K +$5.08K +149 +22%
NEIRG
2408
New England Investment & Retirement Group
Massachusetts
$26K +$28.7K +843 New
AWMS
2409
Advocacy Wealth Management Services
Georgia
$25K +$6.85K +201 +33%
AWM
2410
Avondale Wealth Management
Texas
$24K – – –
IAS
2411
IMA Advisory Services
Colorado
$22K – – –
VEA
2412
Virtus ETF Advisers
New York
$21K -$545 -16 -2%
ECM
2413
EII Capital Management
New York
$20K – – –
CMA
2414
Cedar Mountain Advisors
Oregon
$18K – – –
RCC
2415
Red Cedar Capital
Nebraska
$16K – – –
RCG
2416
Ruggie Capital Group
Florida
$16K +$18K +527 New
RFWA
2417
RPg Family Wealth Advisory
Massachusetts
$14.4K – – –
TWP
2418
TFO Wealth Partners
Ohio
$14K -$18K -527 -52%
EWA
2419
Evolution Wealth Advisors
Florida
$13K -$9.34K -274 -40%
HCA
2420
Heck Capital Advisors
Wisconsin
$12.7K -$165K -4,857 -92%
HF
2421
Halpern Financial
Virginia
$12.7K – – –
CFG
2422
CKW Financial Group
Hawaii
$12K – – –
FWM
2423
Filbrandt Wealth Management
Wisconsin
$11K +$1.06K +31 +10%
AGA
2424
Accuvest Global Advisors
Utah
$11K +$11.8K +346 New
LWA
2425
Lowe Wealth Advisors
Maryland
$10K – – –