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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$2K +$1.28K +38 +83%
AF
202
Allworth Financial
California
$2K +$1.55K +46 +164%
BIA
203
Bell Investment Advisors
California
$2K +$2.12K +63 New
CA
204
Crewe Advisors
Utah
$2K +$2.72K +81 New
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.42K
VVP
206
Venture Visionary Partners
Ohio
$1.1K +$1.24K +37 New
GWM
207
Geneos Wealth Management
Colorado
$1K -$101 -3 -6%
AF
208
Advisornet Financial
Minnesota
$1K
AFG
209
Albion Financial Group
Utah
$1K
Bessemer Group
210
Bessemer Group
New Jersey
$1K
BBPWM
211
Blue Bell Private Wealth Management
Pennsylvania
$1K
CFFP
212
Center for Financial Planning
Michigan
$1K
HNB
213
Huntington National Bank
Ohio
$1K
KTC
214
Kistler-Tiffany Companies
Pennsylvania
$1K
PFS
215
Prospera Financial Services
Texas
$1K
RDIA
216
RE Dickinson Investment Advisors
Iowa
$1K
WAS
217
Winch Advisory Services
Wisconsin
$1K
SC
218
Schubert & Co
Texas
$1K +$605 +18 +129%
IAMOG
219
Investors Asset Management of Georgia
Georgia
$1K +$1.04K +31 New
SFG
220
Steward Financial Group
Texas
$1K +$1.61K +48 New
APA
221
American Portfolios Advisors
New York
$830
SWA
222
Sutton Wealth Advisors
Florida
$770
RWM
223
Raffa Wealth Management
District of Columbia
$444 -$874 -26 -63%
PP
224
PFS Partners
New Jersey
$335
KFS
225
Kelly Financial Services
Massachusetts
$154