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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1051
Principia Wealth Advisory
Texas
$3.25K +$725 +3 +30%
IWS
1052
Intentional Wealth Strategies
Colorado
$3.25K +$3.14K +13 New
NWM
1053
Navigoe Wealth Management
California
$3K – – –
HDIM
1054
Hanson & Doremus Investment Management
Vermont
$3K +$2.66K +11 New
CLOS
1055
Compagnie Lombard Odier SCmA
Switzerland
$3K -$232K -958 -99%
TFG
1056
Team Financial Group
California
$3K – – –
OCM
1057
Osbon Capital Management
Massachusetts
$3K +$1.45K +6 +100%
LHEI
1058
Leo H. Evart Inc
California
$3K +$2.9K +12 New
BWM
1059
Bullock Wealth Management
Indiana
$2.82K – – –
3FI
1060
3 Factor Indexing
California
$2.75K +$2.66K +11 New
CFP
1061
Comprehensive Financial Planning
Pennsylvania
$2.75K – – –
RF
1062
Robinswood Financial
Washington
$2.75K – – –
MCA
1063
McGuire Capital Advisors
Oklahoma
$2.57K +$725 +3 +43%
CTA
1064
Colonial Trust Advisors
South Carolina
$2.5K -$1.69K -7 -41%
ATC
1065
Adirondack Trust Company
New York
$2.5K – – –
BTC
1066
Bank & Trust Company
Illinois
$2.5K – – –
PP
1067
Pacifica Partners
Canada
$2.5K – – –
MWM
1068
Mascoma Wealth Management
New Hampshire
$2.5K +$484 +2 +25%
MS
1069
Monetary Solutions
Ohio
$2.28K – – –
BFP
1070
Birchwood Financial Partners
Minnesota
$2.25K – – –
AIS
1071
Advocate Investing Services
Maryland
$2.25K – – –
ACA
1072
American Capital Advisory
Idaho
$2.25K +$484 +2 +29%
APW
1073
Aventura Private Wealth
Florida
$2.25K – – –
BWAM
1074
Boyd Watterson Asset Management
Ohio
$2.25K – – –
FA
1075
Financial Avengers
California
$2.25K – – –