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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1301
Capital Advisors Ltd
Ohio
$22K
CWM
1302
Cranbrook Wealth Management
Michigan
$22K
SC
1303
Sawyer & Company
Massachusetts
$22K +$23.5K +200 New
BWL
1304
Bogart Wealth LLC
Virginia
$21K
DI
1305
Disciplined Investments
Oklahoma
$21K
HWA
1306
HHM Wealth Advisors
Tennessee
$21K
RIM
1307
Rockbridge Investment Management
New York
$21K +$1.76K +15 +9%
RTL
1308
Red Tortoise LLC
Georgia
$20K +$34.3K +292 New
BA
1309
Bellwether Advisors
Nebraska
$19K +$20.1K +171 New
AWMS
1310
Advocacy Wealth Management Services
Georgia
$18K
SIS
1311
Sound Income Strategies
Florida
$18K
ONST
1312
Old North State Trust
North Carolina
$18K +$19.1K +163 New
CFD
1313
Creative Financial Designs
Indiana
$17K -$1.06K -9 -5%
ICM
1314
Islay Capital Management
Texas
$17K
PA
1315
PSI Advisors
Florida
$17K +$17.6K +150 New
KIG
1316
Kowal Investment Group
Wisconsin
$17K +$17.7K +151 New
LFG
1317
Larson Financial Group
Missouri
$16K -$18K -153 -52%
SIC
1318
Salem Investment Counselors
North Carolina
$16K
TCM
1319
Tradewinds Capital Management
Washington
$15K
MCM
1320
MV Capital Management
Maryland
$14K
RCA
1321
Ranch Capital Advisors
Florida
$14K
SC
1322
Steph & Co
Wisconsin
$14K
CT
1323
Clearstead Trust
Maine
$13K
RIA
1324
RPG Investment Advisory
California
$13K
WQ
1325
Wealth Quarterback
New Jersey
$13K +$12.3K +105 New