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Name Holding Trade Value Shares
Change
Change in
Stake
OC
901
Oakworth Capital
Alabama
$5K – – –
PGWM
902
Parisi Gray Wealth Management
New Jersey
$5K – – –
TC
903
Trust Company
Kansas
$5K – – –
PMFA
904
Plante Moran Financial Advisors
Michigan
$5K +$1.5K +10 +37%
MSA
905
Marino Stram & Associates
Massachusetts
$5K +$2.84K +19 +86%
SMFS
906
Squar Milner Financial Services
California
$5K +$5.39K +36 New
CBT
907
Capital Bank & Trust
California
$4K – – –
ME
908
McIlrath & Eck
Washington
$4K +$4.79K +32 +3,200%
WIM
909
Westside Investment Management
California
$3.97K -$14.1K -94 -76%
LFA
910
Legacy Financial Advisors
Kentucky
$3K -$59.7K -399 -94%
KL
911
KWMG LLC
Kansas
$3K +$3.59K +24 New
LFG
912
LifePlan Financial Group
Ohio
$3K +$3.74K +25 New
FEG
913
Financial Enhancement Group
Indiana
$2K -$5.39M -36,019 -100%
ML
914
McAdam LLC
Pennsylvania
$2K – – –
NR
915
Newfound Research
Massachusetts
$2K – – –
OFW
916
Omnia Family Wealth
Florida
$2K – – –
WC
917
Whitney & Co
New York
$2K – – –
AF
918
Allworth Financial
California
$2K +$2.54K +17 New
RWM
919
Raffa Wealth Management
District of Columbia
$1.73K – – –
GI
920
Gradient Investments
Minnesota
$1K -$898 -6 -43%
CAM
921
ClariVest Asset Management
California
$1K – – –
TCM
922
Tradewinds Capital Management
Washington
$1K – – –
TFS
923
TrustCore Financial Services
Tennessee
$1K – – –
TFA
924
Transamerica Financial Advisors
Florida
$1K +$449 +3 New
BCP
925
Blackhawk Capital Partners
Wisconsin
$1K +$898 +6 New