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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1101
Capital Bank & Trust
California
$75K +$20.8K +250 +41%
AWM
1102
Aevitas Wealth Management
Massachusetts
$71K
SIAS
1103
Shine Investment Advisory Services
Colorado
$70K
Capstone Investment Advisors
1104
Capstone Investment Advisors
New York
$69K -$340K -4,091 -84%
FAM
1105
Fred Alger Management
New York
$69K -$10.1K -121 -13%
MMG
1106
Monetary Management Group
Missouri
$66K -$20.8K -250 -25%
LFA
1107
Legacy Financial Advisors
Kentucky
$66K -$9.31K -112 -13%
AIM
1108
Advantage Investment Management
Iowa
$66K +$45.7K +550 +275%
VCM
1109
Vigilant Capital Management
Maine
$65K
PCM
1110
Princeton Capital Management
New Jersey
$62K +$48.7K +585 +509%
TFS
1111
TrustCore Financial Services
Tennessee
$57K -$9.31K -112 -15%
SPL
1112
Smart Portfolios LLC
Washington
$55K
PCP
1113
Proficio Capital Partners
Massachusetts
$55K +$1.25K +15 +2%
CWA
1114
Clarus Wealth Advisors
Arizona
$54K +$38.2K +459 +304%
SHJ
1115
Sharkey, Howes & Javer
Colorado
$53K
HWA
1116
Heritage Wealth Advisors
Virginia
$53K +$50.6K +608 New
TRCT
1117
Tower Research Capital (TRC)
New York
$50K -$1.85M -22,301 -98%
LWM
1118
Lenox Wealth Management
Ohio
$50K
M
1119
MOTCO
Texas
$50K
NCM
1120
New Capital Management
Texas
$50K +$83 +1 +0.2%
TCM
1121
TD Capital Management
Tennessee
$49K
GAM
1122
Gemmer Asset Management
California
$48K +$83 +1 +0.2%
CAL
1123
Capital Advisors Ltd
Ohio
$48K +$45K +541 New
VDFA
1124
Vickerman & Driscoll Financial Advisors
Washington
$47K +$333 +4 +0.8%
PCFFS
1125
Pacific Center for Financial Services
California
$46K -$581K -6,989 -93%