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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
651
Financial Management Professionals
Texas
– -$19K -314 Closed
PP
652
PFS Partners
New Jersey
– -$18.1K -304 Closed
CC
653
Corsicana & Co
Texas
– -$15K -244 Closed
GLLW
654
Graves Light Lenhart Wealth
Virginia
– -$12K -205 Closed
SMC
655
Smith, Moore & Co
Missouri
– -$7K -111 Closed
KCM
656
KRS Capital Management
Michigan
– -$4K -83 Closed
HR
657
Howe & Rusling
New York
– -$5K -79 Closed
DFCM
658
Dark Forest Capital Management
Puerto Rico
– -$4K -69 Closed
SCA
659
Snowden Capital Advisors
New York
– -$3K -58 Closed
SFM
660
Signet Financial Management
New Jersey
– -$3K -55 Closed
RPCONE
661
Retirement Planning Company of New England
Rhode Island
– -$2K -40 Closed
OIA
662
Optimum Investment Advisors
Illinois
– -$2K -39 Closed
EWM
663
Edge Wealth Management
New York
– -$2K -36 Closed
CA
664
Cornerstone Advisory
Maryland
– -$1K -25 Closed
DHGWA
665
Dixon Hughes Goodman Wealth Advisors
North Carolina
– +$73 +1 +100%
BWM
666
BerganKDV Wealth Management
Minnesota
– +$145 +2 New
CAL
667
Capital Advisors Ltd
Ohio
– +$363 +5 New
CSIA
668
Conrad Siegel Investment Advisors
Pennsylvania
– +$363 +5 New
CFO
669
CVA Family Office
Colorado
– +$363 +5 New