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Name Holding Trade Value Shares
Change
Change in
Stake
1IA
2101
1620 Investment Advisors
Massachusetts
$166K +$1.32K +16 +0.9%
FFA
2102
Frazier Financial Advisors
Ohio
$162K
CFP
2103
Comprehensive Financial Planning
Pennsylvania
$162K
RA
2104
Rise Advisors
New York
$154K +$1.32K +16 +1%
WSC
2105
Wellington Shields & Co
New York
$154K -$16.5K -200 -11%
IIC
2106
Integrated Investment Consultants
Michigan
$154K -$10.5K -128 -0.1%
GSWM
2107
Golden State Wealth Management
California
$154K +$48.8K +593 +56%
IWM
2108
IMG Wealth Management
Florida
$150K +$132K +1,604 New
MWA
2109
Medallion Wealth Advisors
Connecticut
$149K
SIS
2110
Sound Income Strategies
Florida
$149K +$63.8K +775 +95%
SFA
2111
Semmax Financial Advisors
North Carolina
$147K
CWM
2112
Crowley Wealth Management
Delaware
$146K
AWM
2113
Activest Wealth Management
Florida
$145K +$23.8K +289 +23%
SWA
2114
SOA Wealth Advisors
New York
$145K -$17.7K -215 -12%
TCM
2115
Tradewinds Capital Management
Washington
$142K -$31.7K -385 -20%
TCOV
2116
Trust Company of Vermont
Vermont
$142K +$95.3K +1,158 +316%
IAS
2117
IMA Advisory Services
Colorado
$141K +$906 +11 +0.7%
PWM
2118
Proathlete Wealth Management
Florida
$141K +$988 +12 +0.8%
CWM
2119
Centricity Wealth Management
Ohio
$141K
Cohen & Steers
2120
Cohen & Steers
New York
$140K +$123K +1,500 New
SOAMC
2121
Spirit of America Management Corp
New York
$140K
NC
2122
NewSquare Capital
Pennsylvania
$140K +$34.5K +419 +39%
ST
2123
Smithfield Trust
Pennsylvania
$134K
SSG
2124
Summit Securities Group
New York
$131K +$116K +1,408 New
GIA
2125
GHP Investment Advisors
Colorado
$131K +$86K +1,045 +292%