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Name Holding Trade Value Shares
Change
Change in
Stake
HI
926
Hudock Inc
Pennsylvania
$15K +$15.4K +23 New
BA
927
Bellwether Advisors
Nebraska
$14K – – –
CI
928
Carroll Investors
South Carolina
$14K – – –
LPWM
929
Lake Point Wealth Management
Texas
$13K – – –
SIC
930
SJS Investment Consulting
Ohio
$13K – – –
SA
931
SRH Advisors
Kansas
$13K – – –
GIA
932
GHP Investment Advisors
Colorado
$13K +$13.4K +20 New
VAM
933
Vienna Asset Management
California
$13K +$13.4K +20 New
DWP
934
Destiny Wealth Partners
Florida
$12K – – –
PWMG
935
Prestige Wealth Management Group
New Jersey
$11K – – –
LF
936
Lee Financial
Texas
$11K +$10.7K +16 New
BHWM
937
Beaird Harris Wealth Management
Texas
$11K +$11.4K +17 New
UCB
938
United Community Bank
South Carolina
$10K – – –
BWA
939
BDO Wealth Advisors
Florida
$10K -$1.34K -2 -12%
UIA
940
Ulland Investment Advisors
Minnesota
$10K +$10K +15 New
BBPWM
941
Blue Bell Private Wealth Management
Pennsylvania
$9K – – –
EDRH
942
Edmond de Rothschild Holding
Switzerland
$9K – – –
HWM
943
Holloway Wealth Management
Florida
$9K – – –
HR
944
Howe & Rusling
New York
$9K – – –
AFG
945
Albion Financial Group
Utah
$7K -$6.7K -10 -50%
BCH
946
Berkshire Capital Holdings
California
$7K – – –
GI
947
Gradient Investments
Minnesota
$7K – – –
HDIM
948
Hanson & Doremus Investment Management
Vermont
$7K – – –
HWA
949
HHM Wealth Advisors
Tennessee
$7K – – –
IWP
950
IAG Wealth Partners
Wisconsin
$7K – – –