Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
1001
Harvest Group Wealth Management
Massachusetts
$4.5K – – –
HWM
1002
HighMark Wealth Management
Minnesota
$4.21K – – –
SIC
1003
SJS Investment Consulting
Ohio
$3.9K +$2.34K +8 +160%
ETC
1004
Exchange Traded Concepts
Oklahoma
$3.6K -$2.04K -7 -37%
CB
1005
Community Bank
New York
$3.6K – – –
CT
1006
Colonial Trust
South Carolina
$3.34K – – –
DI
1007
Disciplined Investments
Oklahoma
$3.3K +$584 +2 +22%
Kayne Anderson Rudnick Investment Management
1008
Kayne Anderson Rudnick Investment Management
California
$3K – – –
MA
1009
MCF Advisors
Kentucky
$3K – – –
MPCL
1010
My Personal CFO LLC
Washington
$3K +$2.92K +10 New
SC
1011
Sierra Capital
Florida
$3K – – –
CCMI
1012
Creative Capital Management Investments
California
$3K +$2.63K +9 New
ST
1013
Sageworth Trust
Pennsylvania
$3K +$2.63K +9 New
CTB
1014
Country Trust Bank
Illinois
$2.7K -$5.55K -19 -68%
NMG
1015
New Millennium Group
Utah
$2.7K – – –
CWP
1016
Concord Wealth Partners
Virginia
$2.7K +$2.63K +9 New
FRA
1017
Front Row Advisors
California
$2K -$584 -2 -25%
BCMLT
1018
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.5K – – –
AF
1019
Affiance Financial
Minnesota
$1.5K +$1.46K +5 New
DF
1020
DecisionPoint Financial
Arizona
$1.5K +$1.46K +5 New
LSA
1021
Lansing Street Advisors
Pennsylvania
$1.5K +$1.46K +5 New
SCA
1022
Stonebridge Capital Advisors
Minnesota
$1.21K -$877 -3 -43%
HWP
1023
Highline Wealth Partners
California
$1.2K – – –
PI
1024
PEAK6 Investments
Illinois
$1.1K +$292 +1 +33%
TFA
1025
Transamerica Financial Advisors
Florida
$1K – – –