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Name Holding Trade Value Shares
Change
Change in
Stake
EBA
626
Eagle Bay Advisors
New York
$3K – – –
SWM
627
Sugarloaf Wealth Management
Georgia
$3K – – –
SC
628
Schubert & Co
Texas
$3K +$1K +11 +46%
RWM
629
Raffa Wealth Management
District of Columbia
$2.25K -$728 -8 -22%
KFS
630
Kelly Financial Services
Massachusetts
$2.01K – – –
GI
631
Gradient Investments
Minnesota
$2K -$3.37K -37 -58%
KFP
632
KB Financial Partners
New Jersey
$2K – – –
MA
633
MCF Advisors
Kentucky
$2K +$1.37K +15 +214%
UFF
634
USA Financial Formulas
Michigan
$1K -$3.37K -37 -77%
CFO
635
CVA Family Office
Colorado
$1K -$910 -10 -37%
CAL
636
Capital Advisors Ltd
Ohio
$1K -$728 -8 -32%
BC
637
Bartlett & Co
Ohio
$1K – – –
DWA
638
Delos Wealth Advisors
Texas
$1K – – –
FWM
639
Focused Wealth Management
New York
$1K – – –
HI
640
Harbour Investments
Wisconsin
$1K – – –
Parallax Volatility Advisers
641
Parallax Volatility Advisers
California
$1K – – –
VNA
642
Valley National Advisers
Pennsylvania
$1K – – –
WAS
643
Winch Advisory Services
Wisconsin
$1K – – –
AAP
644
Arax Advisory Partners
Colorado
$1K +$91 +1 +17%
DI
645
Disciplined Investments
Oklahoma
$1K +$364 +4 +33%
LC
646
Lindbrook Capital
California
$1K +$364 +4 +29%
AF
647
Advisornet Financial
Minnesota
$1K +$455 +5 +45%
BWM
648
BerganKDV Wealth Management
Minnesota
$1K +$637 +7 New
SIC
649
SJS Investment Consulting
Ohio
$1K +$819 +9 New
BCWM
650
Bartlett & Co Wealth Management
Ohio
$803 – – –