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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1401
Financial Management Professionals
Texas
$35K
ADL
1402
Asset Dedication LLC
California
$35K +$21.7K +185 +176%
IAG
1403
Investmark Advisory Group
Connecticut
$32K +$31.4K +268 New
DAC
1404
Dividend Assets Capital
South Carolina
$30K
MRG
1405
Milestone Resources Group
British Virgin Islands
$30K
WAS
1406
Winch Advisory Services
Wisconsin
$30K +$117 +1 +0.4%
MA
1407
Montag & Associates
Georgia
$29K
CWM
1408
Curi Wealth Management
North Carolina
$28K +$27.5K +235 New
BWL
1409
Bogart Wealth LLC
Virginia
$27K +$3.51K +30 +16%
RA
1410
Rise Advisors
New York
$25.9K +$25.2K +215 New
ST
1411
Sageworth Trust
Pennsylvania
$24K -$79.2K -676 -77%
BC
1412
Burleson & Co
California
$24K
CAL
1413
Capital Advisors Ltd
Ohio
$24K
SC
1414
Sawyer & Company
Massachusetts
$24K
EBA
1415
Eagle Bay Advisors
New York
$23K -$14.8K -126 -40%
DI
1416
Disciplined Investments
Oklahoma
$23K
HWA
1417
HHM Wealth Advisors
Tennessee
$23K
SIC
1418
SJS Investment Consulting
Ohio
$23K +$22.5K +192 New
AFG
1419
Albion Financial Group
Utah
$22K -$5.97K -51 -22%
RIM
1420
Rockbridge Investment Management
New York
$22K
DWA
1421
Delos Wealth Advisors
Texas
$22K +$10.1K +86 +86%
AWMS
1422
Advocacy Wealth Management Services
Georgia
$20K
BA
1423
Bellwether Advisors
Nebraska
$20K
TCOV
1424
Trust Company of Vermont
Vermont
$20K +$19.9K +170 New
SIS
1425
Sound Income Strategies
Florida
$19K -$351 -3 -2%