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Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
301
Wagner Wealth Management (South Carolina)
South Carolina
$8K
CFA
302
Carroll Financial Associates
North Carolina
$7K
FGC
303
Financial Gravity Companies
Texas
$7K +$6.09K +952 New
SPI
304
Santori & Peters Inc
Pennsylvania
$7K +$7.22K +1,128 New
RE
305
RBC Europe
United Kingdom
$5.1K
JWA
306
JFS Wealth Advisors
Pennsylvania
$5K +$4.53K +708 New
GRP
307
Global Retirement Partners
California
$4K -$377 -59 -9%
GWM
308
Geneos Wealth Management
Colorado
$4K
PWM
309
Paulson Wealth Management
Illinois
$4K +$4.21K +658 New
RPC
310
Rossmore Private Capital
Connecticut
$3.65K +$3.62K +565 New
AIM
311
Anchor Investment Management
South Carolina
$3.23K
CHC
312
City Holding Co
West Virginia
$3K
QCG
313
Quadrant Capital Group
Ohio
$3K
RFM
314
Royal Fund Management
Florida
$3K
SFSIG
315
San Francisco Sentry Investment Group
California
$3K
VFA
316
Valeo Financial Advisors
Indiana
$3K +$877 +137 +39%
RWA
317
Ropes Wealth Advisors
Massachusetts
$3K +$2.85K +446 New
LFA
318
Legacy Financial Advisors
Kentucky
$3K +$3.42K +534 New
WIM
319
Westside Investment Management
California
$2.81K -$461 -72 -14%
AIM
320
Advantage Investment Management
Iowa
$2K
STA
321
Summit Trail Advisors
New York
$2K +$1.81K +283 New
CHP
322
Cable Hill Partners
Oregon
$1K
CAW
323
Cornerstone Advisors (Washington)
Washington
$1K
OWA
324
One Wealth Advisors
California
$1K +$627 +98 New
PCG
325
Private Capital Group
Connecticut
$16 +$7.15K +1,117 New