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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
651
TS Financial Group (TSFG)
Illinois
$8K
LWA
652
Lenox Wealth Advisors
New York
$8K +$880 +8 +13%
LC
653
Lindbrook Capital
California
$8K +$880 +8 +14%
CFO
654
CVA Family Office
Colorado
$8K +$7.92K +72 New
SFA
655
Semmax Financial Advisors
North Carolina
$7K
SC
656
Stephens Consulting
Michigan
$6.55K +$6.16K +56 New
IFAM
657
Institutional & Family Asset Management
Colorado
$6K -$17.9K -163 -77%
FPS
658
Fieldpoint Private Securities
Connecticut
$6K
NSIM
659
North Star Investment Management
Illinois
$6K
TWM
660
Tradition Wealth Management
Minnesota
$6K
FAG
661
Fortitude Advisory Group
Washington
$6K +$5.28K +48 New
AF
662
Advisornet Financial
Minnesota
$5K
HCP
663
Hexagon Capital Partners
Arkansas
$5K
MWM
664
Mascoma Wealth Management
New Hampshire
$5K
ODG
665
O'Dell Group
Ohio
$5K
PFGIA
666
Patriot Financial Group Insurance Agency
Massachusetts
$5K
Jones Financial Companies
667
Jones Financial Companies
Missouri
$5K +$4.4K +40 New
APF
668
Alaska Permanent Fund
Alaska
$5K +$4.62K +42 New
TCOV
669
Trust Company of Vermont
Vermont
$5K +$4.95K +45 New
RWM
670
Raffa Wealth Management
District of Columbia
$4.21K
CMBA
671
C.M. Bidwell & Associates
Hawaii
$4K
SWM
672
Sugarloaf Wealth Management
Georgia
$4K
TFP
673
Tilia Fiduciary Partners
North Carolina
$4K +$3.3K +30 New
AWA
674
Amplius Wealth Advisors
Pennsylvania
$4K +$4.18K +38 New
EBA
675
Eagle Bay Advisors
New York
$3K -$3.08K -28 -50%