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Name Holding Trade Value Shares
Change
Change in
Stake
TL
626
TrueWealth LLC
Georgia
$25K +$4.74K +120 +21%
AIS
627
AlphaOne Investment Services
Pennsylvania
$23K +$25.3K +640 New
AWM
628
AllSquare Wealth Management
New York
$22K – – –
PFBT
629
Parkside Financial Bank & Trust
Missouri
$21K +$2.69K +68 +13%
LF
630
Lee Financial
Texas
$20K +$10.6K +269 +95%
AWMS
631
Advocacy Wealth Management Services
Georgia
$19K – – –
IP
632
Intellectus Partners
California
$19K – – –
TFS
633
TrustCore Financial Services
Tennessee
$19K +$8.1K +205 +67%
TWA
634
TCI Wealth Advisors
Arizona
$19K +$9.29K +235 +81%
MSFP
635
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
OIA
636
Optimum Investment Advisors
Illinois
$18K – – –
AWA
637
Acorn Wealth Advisors
Michigan
$15K – – –
RBC
638
Roble Belko & Company
Pennsylvania
$15K – – –
WAP
639
Wealthcare Advisory Partners
Pennsylvania
$15K +$8.06K +204 +99%
WOC
640
West Oak Capital
California
$14.1K – – –
CAGAS
641
Capital Advisory Group Advisory Services
Minnesota
$14K – – –
GWS
642
Glassman Wealth Services
Virginia
$14K – – –
JFGIW
643
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K – – –
KCPG
644
Kavar Capital Partners Group
Kansas
$14K – – –
JCM
645
Jacobi Capital Management
Pennsylvania
$13K +$11.9K +300 +455%
OIA
646
OneDigital Investment Advisors
Kansas
$12K – – –
WC
647
Whitnell & Co
Illinois
$12K – – –
RWA
648
River Wealth Advisors
Pennsylvania
$12K +$12.8K +325 New
SFSIG
649
San Francisco Sentry Investment Group
California
$11K -$27.7K -700 -70%
FWM
650
Focused Wealth Management
New York
$11K – – –