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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
2451
Lion Street Advisors
Texas
$27K +$33.4K +1,221 New
ACM
2452
AUA Capital Management
Pennsylvania
$26K – – –
Copeland Capital Management
2453
Copeland Capital Management
Pennsylvania
$24K – – –
TFA
2454
Toth Financial Advisory
Virginia
$23K -$62.1K -2,272 -68%
FEG
2455
Financial Enhancement Group
Indiana
$23K – – –
PC
2456
Permanens Capital
New York
$23K – – –
BCM
2457
Bourgeon Capital Management
Connecticut
$22K -$15.8K -577 -37%
Wolverine Asset Management
2458
Wolverine Asset Management
Illinois
$22K +$28.2K +1,034 New
NCM
2459
New Capital Management
Texas
$21K -$79.8K -2,920 -75%
JWM
2460
Janiczek Wealth Management
Colorado
$21K – – –
TVWM
2461
Tower View Wealth Management
Wisconsin
$20K +$5.3K +194 +27%
AP
2462
Atwood & Palmer
Missouri
$20K +$11.4K +417 +84%
TA
2463
Thor Advisors
New York
$20K +$25.2K +922 New
CDIA
2464
Capital Directions Investment Advisors
Georgia
$15K -$137K -5,031 -88%
MAM
2465
Marquette Asset Management
Minnesota
$15K – – –
AWMS
2466
Advocacy Wealth Management Services
Georgia
$14K – – –
WLPWM
2467
Walled Lake Planning & Wealth Management
Illinois
$13K +$2.98K +109 +23%
FA
2468
Fortis Advisors
Pennsylvania
$13K +$15.9K +581 New
TCCM
2469
Timber Creek Capital Management
Massachusetts
$11K – – –
LWA
2470
Lenox Wealth Advisors
New York
$10K -$50K -1,831 -80%
VEA
2471
Virtus ETF Advisers
New York
$10K +$12.9K +471 New
LGWM
2472
Litman Gregory Wealth Management
California
$9K -$31.1K -1,138 -73%
IFA
2473
Interactive Financial Advisors
Illinois
$9K – – –
KIG
2474
Kessler Investment Group
Indiana
$9K – – –
CPA
2475
Cowen Prime Advisors
New York
$9K +$3.63K +133 +45%