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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
901
Winch Advisory Services
Wisconsin
$10K
AIS
902
Accurate Investment Solutions
Pennsylvania
$10K +$141 +1 +2%
OWA
903
One Wealth Advisors
California
$10K +$1.27K +9 +15%
CIA
904
CSat Investment Advisory
Michigan
$10K +$1.83K +13 +24%
PCP
905
Proficio Capital Partners
Massachusetts
$9K -$282 -2 -3%
SIS
906
Sound Income Strategies
Florida
$9K -$282 -2 -3%
BCM
907
Brasada Capital Management
Texas
$9K +$9.15K +65 New
APSP
908
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K
MUS
909
Mitsubishi UFJ Securities
Japan
$7K
MSA
910
Marino Stram & Associates
Massachusetts
$6K
NWM
911
Northwest Wealth Management
Iowa
$6K
OC
912
Oakworth Capital
Alabama
$6K
PGWM
913
Parisi Gray Wealth Management
New Jersey
$6K
PMFA
914
Plante Moran Financial Advisors
Michigan
$6K +$141 +1 +3%
HWM
915
Holloway Wealth Management
Florida
$5K
ME
916
McIlrath & Eck
Washington
$5K
SMFS
917
Squar Milner Financial Services
California
$5K
TC
918
Trust Company
Kansas
$5K
TC
919
Trilogy Capital
California
$5K +$4.93K +35 New
AAP
920
Arax Advisory Partners
Colorado
$4K -$203K -1,443 -98%
CBT
921
Capital Bank & Trust
California
$4K
KL
922
KWMG LLC
Kansas
$4K
LFG
923
LifePlan Financial Group
Ohio
$4K
CGT
924
Capital Guardian Trust
California
$4K +$3.52K +25 New
LFA
925
Legacy Financial Advisors
Kentucky
$3K