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Name Holding Trade Value Shares
Change
Change in
Stake
PB
801
Pinnacle Bancorp
Nebraska
$11K
BWA
802
BDO Wealth Advisors
Florida
$11K +$2.64K +4 +33%
HR
803
Howe & Rusling
New York
$10K -$4.62K -7 -33%
EDRH
804
Edmond de Rothschild Holding
Switzerland
$10K
WAS
805
Winch Advisory Services
Wisconsin
$10K
KFS
806
Kelly Financial Services
Massachusetts
$10K +$4.55M +6,898 +68,980%
Jones Financial Companies
807
Jones Financial Companies
Missouri
$9K -$70.6K -107 -89%
HWM
808
Holloway Wealth Management
Florida
$9K
TC
809
Truvestments Capital
Florida
$9K +$8.57K +13 New
LWA
810
Lenox Wealth Advisors
New York
$8K
BCH
811
Berkshire Capital Holdings
California
$7K
DAM
812
Delta Asset Management
Tennessee
$7K
HI
813
Hudock Inc
Pennsylvania
$7K
TVWM
814
Tower View Wealth Management
Wisconsin
$7K
HWA
815
HHM Wealth Advisors
Tennessee
$7K +$6.6K +10 New
BCWM
816
Bartlett & Co Wealth Management
Ohio
$6.22K
BC
817
Bartlett & Co
Ohio
$6K
SIC
818
Salem Investment Counselors
North Carolina
$6K +$4.62K +7 +350%
BWM
819
Baystate Wealth Management
Massachusetts
$6K +$5.28K +8 New
EWM
820
Elite Wealth Management
Washington
$4.34K -$266K -403 -6%
SIA
821
SkyView Investment Advisors
New Jersey
$4K
FFG
822
Ford Financial Group
California
$4K +$3.96K +6 New
AIG
823
American International Group
New York
$3.44K +$71.9K +109 +2%
SFSIG
824
San Francisco Sentry Investment Group
California
$3K -$42.2K -64 -93%
HWM
825
HighMark Wealth Management
Minnesota
$3K