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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
501
Sound Income Strategies
Florida
$20K
SIAP
502
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K
HFRG
503
Houlihan Financial Resource Group
Virginia
$20K +$19.9K +386 New
FFC
504
First Financial Corp
Indiana
$19K
CHAM
505
Clear Harbor Asset Management
Connecticut
$18.6K +$19K +370 New
RWA
506
Ropes Wealth Advisors
Massachusetts
$18K +$18.7K +364 New
HWA
507
Heritage Wealth Advisors
Virginia
$17.6K
CA
508
Clearstead Advisors
Ohio
$16K
HR
509
Howe & Rusling
New York
$16K
CSPIA
510
Cary Street Partners Investment Advisory
Virginia
$16K +$16.3K +316 New
FCM
511
Firestone Capital Management
Florida
$15K
JWM
512
Janiczek Wealth Management
Colorado
$15K +$10.6K +206 +245%
FP
513
Fiduciary Planning
Florida
$15K +$15.4K +300 New
ME
514
McIlrath & Eck
Washington
$14K
HDIM
515
Hanson & Doremus Investment Management
Vermont
$14K +$3.71K +72 +34%
TFM
516
TFC Financial Management
Massachusetts
$14K +$14.3K +277 New
BC
517
Barnett & Company
Tennessee
$13K
EIP
518
Ellis Investment Partners
Pennsylvania
$13K
LWA
519
Lenox Wealth Advisors
New York
$13K +$8.29K +161 +168%
KFS
520
Kelly Financial Services
Massachusetts
$12.2K
WT
521
Washington Trust
Rhode Island
$12K -$12.9K -250 -52%
FRA
522
Front Row Advisors
California
$12K -$7.77K -151 -40%
Millennium Management
523
Millennium Management
New York
$11.2K +$4.6M +89,271 +67%
TWA
524
TCI Wealth Advisors
Arizona
$11K -$11K -213 -50%
GWMIA
525
Global Wealth Management Investment Advisory
Florida
$11K