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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
1001
D.J. St. Germain
Massachusetts
$19K – – –
CWM
1002
Cedar Wealth Management
California
$19K +$17.7K +57 New
Sit Investment Associates
1003
Sit Investment Associates
Minnesota
$18K – – –
CYG
1004
Clean Yield Group
Vermont
$17K – – –
RFA
1005
Register Financial Advisors
Georgia
$16.7K +$15.5K +50 New
BONH
1006
Bank of New Hampshire
New Hampshire
$16.4K -$107K -345 -88%
Jones Financial Companies
1007
Jones Financial Companies
Missouri
$15.7K -$5.27K -17 -27%
TIM
1008
Tortoise Investment Management
New York
$15.7K +$1.24K +4 +9%
S
1009
Sachetta
Massachusetts
$15.4K – – –
RCM
1010
Raleigh Capital Management
North Carolina
$15.4K +$8.37K +27 +142%
AP
1011
Aspect Partners
Virginia
$15.4K +$310 +1 +2%
MAM
1012
Meeder Asset Management
Ohio
$15.4K +$14.3K +46 New
FMP
1013
Financial Management Professionals
Texas
$15K -$620 -2 -4%
PB
1014
Pinnacle Bancorp
Nebraska
$14.7K -$2.17K -7 -14%
CWM
1015
Cranbrook Wealth Management
Michigan
$14.3K – – –
JWM
1016
Janiczek Wealth Management
Colorado
$14.3K – – –
ME
1017
McIlrath & Eck
Washington
$14K – – –
HIA
1018
Harbor Investment Advisory
Maryland
$13.7K – – –
WTA
1019
Washington Trust Advisors
Massachusetts
$13.7K +$6.82K +22 +116%
CFD
1020
Creative Financial Designs
Indiana
$12.7K +$7.13K +23 +153%
Parallax Volatility Advisers
1021
Parallax Volatility Advisers
California
$12.7K +$11.8K +38 New
GWSG
1022
GPS Wealth Strategies Group
Colorado
$12.5K – – –
CA
1023
Crewe Advisors
Utah
$12.3K +$11.5K +37 New
QC
1024
Quent Capital
New York
$12K – – –
AWM
1025
Abound Wealth Management
Tennessee
$11.7K -$310 -1 -3%