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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1201
Alera Investment Advisors
Illinois
$24K +$6.87K +94 +45%
FEG
1202
Financial Enhancement Group
Indiana
$24K +$21.9K +300 New
CFD
1203
Creative Financial Designs
Indiana
$24K +$22.2K +304 New
AIS
1204
Accurate Investment Solutions
Pennsylvania
$23K – – –
BCI
1205
Brinker Capital Investments
Pennsylvania
$23K +$21K +288 New
TFO
1206
Tarbox Family Office
California
$22K – – –
RFM
1207
Royal Fund Management
Florida
$22K +$10.6K +145 +107%
ME
1208
McIlrath & Eck
Washington
$21K – – –
LF
1209
Lee Financial
Texas
$21K +$9.5K +130 +100%
FNB
1210
Farmers National Bank
Kentucky
$21K +$18.9K +259 New
TI
1211
Truehand Inc
New Hampshire
$20K – – –
WPA
1212
West Paces Advisors
Georgia
$19.7K – – –
APW
1213
Acima Private Wealth
Virginia
$19K -$950 -13 -5%
AWM
1214
AllSquare Wealth Management
New York
$19K – – –
ST
1215
Smithfield Trust
Pennsylvania
$19K – – –
SCM
1216
Shelton Capital Management
Colorado
$18.5K -$8.09M -110,748 -99%
TFA
1217
Toth Financial Advisory
Virginia
$18K -$3.8K -52 -18%
FWM
1218
Focused Wealth Management
New York
$17K -$153K -2,098 -91%
POIA
1219
Pin Oak Investment Advisors
Texas
$17K – – –
TF
1220
Tompkins Financial
New York
$16K -$14.6K -200 -50%
ARMC
1221
American Research & Management Company
Massachusetts
$16K – – –
DWA
1222
Dougherty Wealth Advisers
Minnesota
$16K – – –
HS
1223
Horan Securities
United States
$16K – – –
OFS
1224
Orrstown Financial Services
Pennsylvania
$16K – – –
YWP
1225
YorkBridge Wealth Partners
New York
$16K – – –