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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
2201
Flagship Wealth Advisors
Massachusetts
$193K – – –
CA
2202
Crewe Advisors
Utah
$191K +$101K +1,075 +123%
IAS
2203
IMA Advisory Services
Colorado
$188K +$37.7K +403 +27%
SWA
2204
SOA Wealth Advisors
New York
$183K +$29.9K +320 +21%
AWM
2205
Activest Wealth Management
Florida
$181K +$26.7K +286 +18%
CAC
2206
Core Alternative Capital
Georgia
$177K – – –
EP
2207
Elkhorn Partners
Nebraska
$176K -$103K -1,100 -38%
SOAMC
2208
Spirit of America Management Corp
New York
$176K +$28.1K +300 +20%
1IA
2209
1620 Investment Advisors
Massachusetts
$176K +$1.12K +12 +0.7%
FFA
2210
Frazier Financial Advisors
Ohio
$175K +$4.68K +50 +3%
UCB
2211
United Community Bank
South Carolina
$172K +$147K +1,575 +875%
CFP
2212
Comprehensive Financial Planning
Pennsylvania
$170K – – –
RA
2213
Rise Advisors
New York
$167K +$4.86K +52 +3%
GSWM
2214
Golden State Wealth Management
California
$166K +$4.68K +50 +3%
IWM
2215
IMG Wealth Management
Florida
$164K +$6.36K +68 +4%
HPC
2216
HM Payson & Co
Maine
$163K +$28.1K +300 +22%
WSC
2217
Wellington Shields & Co
New York
$162K – – –
IIC
2218
Integrated Investment Consultants
Michigan
$160K +$6.17K +66 +0%
TCM
2219
Tradewinds Capital Management
Washington
$159K +$9.35K +100 +7%
MWA
2220
Medallion Wealth Advisors
Connecticut
$157K -$1.22K -13 -0.8%
TCOV
2221
Trust Company of Vermont
Vermont
$154K +$4.86K +52 +3%
CWM
2222
Crowley Wealth Management
Delaware
$153K – – –
LWCFA
2223
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K -$46.8K -500 -24%
ST
2224
Smithfield Trust
Pennsylvania
$151K +$11K +118 +8%
PWM
2225
Proathlete Wealth Management
Florida
$147K -$1.12K -12 -0.8%
87 88
89
90 91