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Name Holding Trade Value Shares
Change
Change in
Stake
ARIS
2976
Advanced Research Investment Solutions
California
$94.4K
FA
2977
Financial Advantage
Maryland
$89K
DWMG
2978
DB Wealth Management Group
California
$85K +$234 +1 +0.3%
BHWM
2979
Bay Harbor Wealth Management
Maryland
$84K
GG
2980
Gleason Group
Kentucky
$84K
CCM
2981
Carderock Capital Management
Maryland
$84K +$87.9K +375 New
IF
2982
Ironwood Financial
Arizona
$83K
PG
2983
Proffitt & Goodson
Tennessee
$82K
FMP
2984
Financial Management Professionals
Texas
$78K +$34K +145 +70%
JWBC
2985
John W. Brooker & Co
California
$76K -$3.52K -15 -4%
CCC
2986
Crescent Capital Consulting
Louisiana
$75K -$305K -1,300 -80%
T2I
2987
Turim 21 Investimentos
Brazil
$73K
TAM
2988
Tucker Asset Management
Colorado
$71.4K
CPFP
2989
Clear Perspectives Financial Planning
Ohio
$69K
EWM
2990
Edge Wealth Management
New York
$68K +$8.21K +35 +13%
SWM
2991
Selective Wealth Management
Virginia
$67K +$46.9K +200 +200%
EC
2992
Estate Counselors
Wisconsin
$66K
PA
2993
PSI Advisors
Florida
$66K +$69.9K +298 New
AL
2994
ADE LLC
Maryland
$64K
IFA
2995
Interactive Financial Advisors
Illinois
$64K
RCA
2996
Ranch Capital Advisors
Florida
$64K +$15.7K +67 +30%
RFWA
2997
RPg Family Wealth Advisory
Massachusetts
$63K
NC
2998
NewSquare Capital
Pennsylvania
$63K
MGI
2999
MayTech Global Investments
New York
$61K
APWA
3000
Atlas Private Wealth Advisors
New Jersey
$61K +$17.8K +76 +39%