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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1626
TD Capital Management
Tennessee
$20K – – –
PO
1627
Private Ocean
California
$17K -$16.9K -153 -48%
AWM
1628
Avondale Wealth Management
Texas
$16K – – –
TF
1629
TimeScale Financial
Massachusetts
$16K – – –
VNA
1630
Valley National Advisers
Pennsylvania
$16K – – –
WCG
1631
Weaver Consulting Group
California
$15K – – –
IFAM
1632
Institutional & Family Asset Management
Colorado
$14K -$35.8K -325 -71%
IRC
1633
Investors Research Corp
Georgia
$14K +$14.8K +134 New
CCMW
1634
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
AWM
1635
Avior Wealth Management
Nebraska
$11K -$3.19K -29 -21%
BWL
1636
Bogart Wealth LLC
Virginia
$11K – – –
PH
1637
Pinnacle Holdings
Oklahoma
$10.4K +$11K +100 New
QCIG
1638
Quad-Cities Investment Group
Iowa
$10K – – –
SIAP
1639
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K – – –
Kayne Anderson Rudnick Investment Management
1640
Kayne Anderson Rudnick Investment Management
California
$10K +$2.2K +20 +25%
APW
1641
Acima Private Wealth
Virginia
$10K +$11K +100 New
BC
1642
Barnett & Company
Tennessee
$10K +$11K +100 New
CCM
1643
Cribstone Capital Management
Maine
$9K -$4.63K -42 -32%
LFG
1644
LifePlan Financial Group
Ohio
$9K – – –
EI
1645
Ellevest Inc
New York
$9K +$3.63K +33 +62%
HDIM
1646
Hanson & Doremus Investment Management
Vermont
$8K – – –
SWM
1647
Selective Wealth Management
Virginia
$8K +$9.03K +82 New
TIM
1648
Tortoise Investment Management
New York
$7K -$44.1K -400 -86%
1IA
1649
1834 Investment Advisors
Wisconsin
$6K – – –
IWA
1650
Intercontinental Wealth Advisors
Texas
$6K – – –