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Name Holding Trade Value Shares
Change
Change in
Stake
HI
651
Harbour Investments
Wisconsin
$13K +$11.9K +99 New
PWMG
652
Prestige Wealth Management Group
New Jersey
$12K
JCM
653
Jacobi Capital Management
Pennsylvania
$12K +$4.47K +37 +67%
AWA
654
Arkadios Wealth Advisors
Georgia
$11K
TFO
655
Tarbox Family Office
California
$11K
HR
656
Howe & Rusling
New York
$10K -$966 -8 -9%
WLPWM
657
Walled Lake Planning & Wealth Management
Illinois
$10K
GWS
658
Glassman Wealth Services
Virginia
$9K +$1.09K +9 +15%
CQS
659
Credential Qtrade Securities
$8.69K
ETC
660
Exchange Traded Concepts
Oklahoma
$8K -$16.3K -135 -67%
EWA
661
Evolution Wealth Advisors
Florida
$8K
SFS
662
Sowell Financial Services
Arkansas
$8K +$604 +5 +9%
VCM
663
Versant Capital Management
Arizona
$8K +$845 +7 +13%
BWM
664
BerganKDV Wealth Management
Minnesota
$7K
GAM
665
Gemmer Asset Management
California
$7K
TWA
666
TCI Wealth Advisors
Arizona
$7K +$5.43K +45 +375%
NIC
667
Northwest Investment Counselors
Oregon
$7K +$6.64K +55 New
FMP
668
Financial Management Professionals
Texas
$6K
GWM
669
Geneos Wealth Management
Colorado
$6K +$5.43K +45 New
MWP
670
Meridian Wealth Partners
Pennsylvania
$6K +$5.67K +47 New
HF
671
Halpern Financial
Virginia
$5.88K
BWA
672
BDO Wealth Advisors
Florida
$5K
CFFP
673
Center for Financial Planning
Michigan
$5K
SWA
674
Sutton Wealth Advisors
Florida
$4.09K +$483 +4 +14%
CMBA
675
C.M. Bidwell & Associates
Hawaii
$4K