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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1201
Rockbridge Investment Management
New York
$12K – – –
TCM
1202
Tradewinds Capital Management
Washington
$12K – – –
DWMG
1203
DB Wealth Management Group
California
$12K +$10.1K +106 New
CCMIC
1204
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$11K -$19K -200 -67%
CFD
1205
Creative Financial Designs
Indiana
$11K -$5.31K -56 -35%
IRC
1206
Investors Research Corp
Georgia
$11K – – –
SIS
1207
Sound Income Strategies
Florida
$11K – – –
BFC
1208
Bedel Financial Consulting
Indiana
$11K +$9.48K +100 New
FCB
1209
First Command Bank
Texas
$11K +$9.48K +100 New
FCFS
1210
First Command Financial Services
Texas
$11K +$9.48K +100 New
BWL
1211
Bogart Wealth LLC
Virginia
$10K – – –
KTC
1212
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
MRG
1213
Milestone Resources Group
British Virgin Islands
$10K +$8.35K +88 New
CH
1214
Canton Hathaway
Rhode Island
$9K -$386K -4,067 -98%
KFS
1215
Kelly Financial Services
Massachusetts
$8.09K +$2.85K +30 +68%
PFSC
1216
Peoples Financial Services Corp
Pennsylvania
$8K – – –
RIA
1217
RPG Investment Advisory
California
$8K – – –
APWA
1218
Atlas Private Wealth Advisors
New Jersey
$8K +$3.04K +32 +80%
FGAM
1219
Financial Gravity Asset Management
Texas
$8K +$6.73K +71 New
DTIM
1220
Danda Trouve Investment Management
Kansas
$8K +$7.11K +75 New
BDWM
1221
Brewin Dolphin Wealth Management
Ireland
$7.85K – – –
DWP
1222
Destiny Wealth Partners
Florida
$7K +$5.69K +60 New
BHWM
1223
Bay Harbor Wealth Management
Maryland
$7K +$6.07K +64 New
LWP
1224
Laurel Wealth Planning
Minnesota
$7K +$6.73K +71 New
CT
1225
Clearstead Trust
Maine
$6K – – –