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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1001
Avion Wealth
Texas
$26K +$31.1K +750 New
BCM
1002
Bourgeon Capital Management
Connecticut
$26K +$31.1K +750 New
HIIFS
1003
Harel Insurance Investments & Financial Services
Israel
$26K +$31.1K +750 New
RIA
1004
RPG Investment Advisory
California
$26K +$31.1K +750 New
SIAS
1005
Shine Investment Advisory Services
Colorado
$25K +$1.86K +45 +7%
GFPC
1006
Global Financial Private Client
Florida
$24.1K
TCM
1007
Tradewinds Capital Management
Washington
$24K -$3.11K -75 -10%
HI
1008
Hudock Inc
Pennsylvania
$23K
MPWT
1009
MassMutual Private Wealth & Trust
Connecticut
$23K +$19.3K +465 +258%
WPA
1010
West Paces Advisors
Georgia
$22.5K -$4.97K -120 -16%
EWM
1011
Elmwood Wealth Management
California
$22.1K +$51.6K +1,245 New
WEC
1012
Winslow Evans & Crocker
Massachusetts
$22K
AWM
1013
AllSquare Wealth Management
New York
$21K -$52.9K -1,275 -68%
MMG
1014
Monetary Management Group
Missouri
$21K -$6.22K -150 -20%
BHWM
1015
Bay Harbor Wealth Management
Maryland
$21K -$3.73K -90 -13%
1IA
1016
1834 Investment Advisors
Wisconsin
$20K
HFM
1017
Hartford Financial Management
Connecticut
$20K +$24.3K +585 New
HFS
1018
HBC Financial Services
Washington
$19K -$59.1K -1,425 -48%
HGWM
1019
Harvest Group Wealth Management
Massachusetts
$19K -$51.6K -1,245 -69%
CWAF
1020
Core Wealth Advisors (Florida)
Florida
$19K
CWA
1021
Carolina Wealth Advisors
South Carolina
$19K +$6.84K +165 +44%
DI
1022
Disciplined Investments
Oklahoma
$19K +$18.7K +450 +500%
DWM
1023
Darwin Wealth Management
Florida
$19K +$23.6K +570 New
CBT
1024
Capital Bank & Trust
California
$18K +$5.6K +135 +36%
ME
1025
McIlrath & Eck
Washington
$16K -$5.6K -135 -23%