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Name Holding Trade Value Shares
Change
Change in
Stake
EPG
901
Estate Planners Group
Pennsylvania
$17.4K +$17.1K +190 New
AIC
902
Archer Investment Corporation
Indiana
$17.3K
IWP
903
IAG Wealth Partners
Wisconsin
$16.8K
CFFP
904
Center for Financial Planning
Michigan
$16K
QL
905
Quarry LP
New York
$15.7K +$15.5K +172 New
MA
906
Modus Advisors
Minnesota
$15.6K +$15.3K +170 New
CT
907
Coastline Trust
Rhode Island
$13.7K
WB
908
Webster Bank
Connecticut
$12.8K -$900 -10 -7%
GGI
909
Godsey & Gibb Inc
Virginia
$12.8K +$1.8K +20 +17%
WA
910
WPG Advisers
Maryland
$12.2K
ACM
911
Anfield Capital Management
California
$12.1K
FC
912
Fairscale Capital
New Hampshire
$11.6K
RhumbLine Advisers
913
RhumbLine Advisers
Massachusetts
$11.1K
HBW
914
Hazlett, Burt & Watson
West Virginia
$11K
AAG
915
Accordant Advisory Group
Maryland
$9.97K +$9.81K +109 New
BTI
916
Blue Trust Inc
Georgia
$9.63K -$11.7K -130 -55%
PWA
917
Physician Wealth Advisors
Utah
$9.52K
B
918
Bayban
Minnesota
$9.33K +$9.19K +102 New
SAG
919
SageView Advisory Group
California
$9.24K +$9.1K +101 New
LI
920
Louisbourg Investments
New Brunswick, Canada
$9.17K +$9.01K +100 New
DWA
921
Delos Wealth Advisors
Texas
$9.15K -$27K -300 -75%
BCM
922
Berbice Capital Management
New York
$9.15K
SC
923
Swan Capital
Florida
$9.15K
LWM
924
Lodestone Wealth Management
Washington
$9.15K +$9.01K +100 New
MWA
925
Miller Wealth Advisors
Colorado
$9.15K +$9.01K +100 New