Name Holding Trade Value Shares
Change
Change in
Stake
RMC
1801
Ring Mountain Capital
California
$728K +$33.5K +137 +6%
ACM
1802
Avalon Capital Management
California
$728K +$91.7K +375 +17%
PWMG
1803
Prestige Wealth Management Group
New Jersey
$724K +$32.3K +132 +5%
CIC
1804
Chase Investment Counsel
Virginia
$720K +$2.93K +12 +0.5%
CPWA
1805
Cerro Pacific Wealth Advisors
California
$719K -$183K -748 -23%
GGA
1806
Granite Group Advisors
Connecticut
$715K – – –
HWA
1807
Heritage Wealth Advisors
Virginia
$714K – – –
FSA
1808
Financial Security Advisor
Virginia
$712K +$40.6K +166 +7%
LFG
1809
Larson Financial Group
Missouri
$710K +$63.6K +260 +11%
NRC
1810
New Republic Capital
North Carolina
$710K +$24.7K +101 +4%
WCP
1811
Wealthcare Capital Partners
Pennsylvania
$709K – – –
RMP
1812
Richards, Merrill & Peterson
Washington
$707K +$36.4K +149 +6%
MCA
1813
Millennium Capital Advisors
Arkansas
$707K -$46K -188 -7%
QCIG
1814
Quad-Cities Investment Group
Iowa
$706K +$21K +86 +4%
CA
1815
Carson Advisory
Georgia
$705K +$978 +4 +0.2%
SIM
1816
Stratos Investment Management
Ohio
$703K +$615K +2,515 New
CWS
1817
Confluence Wealth Services
Pennsylvania
$701K -$64.8K -265 -10%
CPSC
1818
Carl P. Sherr & Co
Massachusetts
$699K – – –
SAM
1819
Synergy Asset Management
Washington
$699K +$612K +2,504 New
SFC
1820
Swisher Financial Concepts
Ohio
$699K +$1.71K +7 +0.3%
ATS
1821
Ashton Thomas Securities
New York
$697K +$142K +582 +30%
AWC
1822
Abundance Wealth Counselors
Pennsylvania
$696K -$11.7K -48 -2%
TFA
1823
Tranquilli Financial Advisor
New Jersey
$694K +$23.5K +96 +4%
GPW
1824
Genesis Private Wealth
Virginia
$693K +$76.3K +312 +14%
TW
1825
Traveka Wealth
California
$692K +$10.8K +44 +2%