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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1826
Creative Financial Designs
Indiana
$27K +$12.5K +46 +102%
HFP
1827
Holistic Financial Partners
Indiana
$22K +$20.3K +75 New
RWM
1828
Raffa Wealth Management
District of Columbia
$20.6K
RBC
1829
Roble Belko & Company
Pennsylvania
$19K
AC
1830
Avestar Capital
New York
$19K +$20.6K +76 New
AWM
1831
Avondale Wealth Management
Texas
$18K +$16.2K +60 New
NL
1832
NVWM LLC
Pennsylvania
$17K +$16K +59 New
CIM
1833
Contravisory Investment Management
Massachusetts
$16K
HS
1834
Horan Securities
United States
$16K
PS
1835
Portfolio Strategies
New York
$15K +$13.5K +50 New
SAM
1836
Shamrock Asset Management
Texas
$14K +$12.5K +46 New
SWP
1837
Strategic Wealth Partners
Ohio
$14K +$13.5K +50 New
FA
1838
Fortis Advisors
Pennsylvania
$12K +$11.4K +42 New
BCM
1839
Brasada Capital Management
Texas
$11K +$10K +37 New
BCP
1840
Blackhawk Capital Partners
Wisconsin
$10K +$9.47K +35 New
PCFFS
1841
Pacific Center for Financial Services
California
$7K
TG
1842
TLP Group
Illinois
$7K +$541 +2 +9%
FAM
1843
Formidable Asset Management
Ohio
$6K -$971K -3,587 -100%
OC
1844
Oakworth Capital
Alabama
$6K -$24.4K -90 -82%
AGA
1845
Accuvest Global Advisors
Utah
$6K -$271 -1 -5%
Financial Engines Advisors
1846
Financial Engines Advisors
California
$6K +$5.14K +19 New
OPWM
1847
Oak Point Wealth Management
Michigan
$6K +$5.41K +20 New
RIA
1848
RPG Investment Advisory
California
$6K +$5.41K +20 New
LWA
1849
Lenox Wealth Advisors
New York
$5K +$3.52K +13 +433%
NMC
1850
Nine Masts Capital
Hong Kong
$4K -$1.15M -4,252 -100%