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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
601
Winslow Evans & Crocker
Massachusetts
$33.9K +$12.2K +302 +55%
CFG
602
CKW Financial Group
Hawaii
$33K
SIM
603
Sonora Investment Management
Arizona
$31.7K
PFA
604
Pathway Financial Advisors
Vermont
$31K +$32.1K +792 New
POIA
605
Pin Oak Investment Advisors
Texas
$30K +$30.4K +750 New
TL
606
TrueWealth LLC
Georgia
$29K +$30.1K +744 New
WCM
607
Whitener Capital Management
North Carolina
$29K +$30.4K +750 New
BTIS
608
BB&T Investment Services
North Carolina
$27K +$24.5K +605 +840%
II
609
Inspire Investing
Idaho
$26K +$26.1K +644 New
SPI
610
Santori & Peters Inc
Pennsylvania
$25K +$25.1K +619 New
AWM
611
AllSquare Wealth Management
New York
$24K
PFBT
612
Parkside Financial Bank & Trust
Missouri
$23K
CFG
613
Citizens Financial Group
Rhode Island
$21K -$7.25K -179 -25%
AWMS
614
Advocacy Wealth Management Services
Georgia
$20K -$20.5K -507 -50%
MSFP
615
Mark Sheptoff Financial Planning
Connecticut
$20K
RBC
616
Roble Belko & Company
Pennsylvania
$17K
AWA
617
Acorn Wealth Advisors
Michigan
$17K +$16.2K +400 New
JFGIW
618
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$10.1K +250 +176%
BRC
619
Bell Rock Capital
Delaware
$16K +$12.2K +300 +273%
WOC
620
West Oak Capital
California
$15.9K
WWM
621
Willingdon Wealth Management
North Carolina
$15K +$3.24K +80 +27%
TWA
622
TCI Wealth Advisors
Arizona
$14K +$12.1K +299 +498%
OIA
623
OneDigital Investment Advisors
Kansas
$13K +$4.05K +100 +43%
WC
624
Whitnell & Co
Illinois
$13K +$13.5K +333 New
FWM
625
Focused Wealth Management
New York
$12K -$12.5K -308 -50%