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Name Holding Trade Value Shares
Change
Change in
Stake
JFG
2351
JDM Financial Group
Texas
$2.55K +$2.41K +61 New
SWC
2352
Spectrum Wealth Counsel
Indiana
$2.51K -$64.6K -1,637 -96%
PCWA
2353
Pacific Capital Wealth Advisors
California
$2.38K +$2.25K +57 New
WBC
2354
West Branch Capital
Massachusetts
$2.2K -$806K -20,423 -100%
SFCL
2355
Strengthening Families & Communities LLC
Massachusetts
$2.09K – – –
LIS
2356
Legacy Investment Solutions
Idaho
$2.06K +$1.85K +47 New
LWMI
2357
Legacy Wealth Management (Idaho)
Idaho
$2.06K +$1.85K +47 New
AFG
2358
Albion Financial Group
Utah
$1.84K – – –
HRC
2359
Hoertkorn Richard Charles
$1.38K – – –
GPFA
2360
Game Plan Financial Advisors
Ohio
$1.34K – – –
MFS
2361
Mattson Financial Services
Michigan
$1.33K – – –
ZRP
2362
Zynergy Retirement Planning
New Jersey
$1.04K -$2.84K -72 -74%
CMA
2363
Cedar Mountain Advisors
Oregon
$1K – – –
CIR
2364
Clear Investment Research
Georgia
$961 – – –
FFWM
2365
Future Financial Wealth Management
Ohio
$835 +$790 +20 New
FPFS
2366
First Personal Financial Services
North Carolina
$544 +$513 +13 New
BAM
2367
Byrne Asset Management
New Jersey
$251 +$237 +6 New
PFA
2368
Pathway Financial Advisers
Indiana
$197 +$318K +8,052 +4,108%
SVCP
2369
Silicon Valley Capital Partners
California
$47 – – –
DWM
2370
Dogwood Wealth Management
Kansas
$24 – – –
NC
2371
NewSquare Capital
Pennsylvania
$15 -$3.95K -100 Closed
JAM
2372
Jupiter Asset Management
United Kingdom
– -$98.7M -2,521,116 Closed
C
2373
Consulta
United Kingdom
– -$97.9M -2,500,000 Closed
CAM
2374
Contour Asset Management
New York
– -$85.8M -2,190,942 Closed
GA
2375
GFS Advisors
Texas
– -$12K -2,038,691 Closed