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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1201
Larson Financial Group
Missouri
$9K – – –
LWM
1202
Liberty Wealth Management
California
$9K – – –
FPS
1203
Fieldpoint Private Securities
Connecticut
$8K -$2.5K -10 -24%
AW
1204
Avion Wealth
Texas
$8K – – –
CWA
1205
Carolina Wealth Advisors
South Carolina
$8K – – –
SGAM
1206
Smith Group Asset Management
Texas
$8K – – –
YAL
1207
Your Advocates Ltd
Texas
$8K – – –
KFI
1208
Key Financial Inc
Pennsylvania
$8K +$8K +32 New
TLCM
1209
Twin Lakes Capital Management
California
$8K +$8K +32 New
RA
1210
Resolute Advisors
California
$8K +$9.99K +40 New
RWM
1211
Raffa Wealth Management
District of Columbia
$7.77K -$250 -1 -3%
COCM
1212
Charter Oak Capital Management
New Hampshire
$6K – – –
FEG
1213
Financial Enhancement Group
Indiana
$6K – – –
SL
1214
Savior LLC
Massachusetts
$6K – – –
SC
1215
Skylands Capital
Wisconsin
$6K – – –
WCM
1216
Wealthcare Capital Management
Virginia
$6K +$5.5K +22 New
PWM
1217
Prentice Wealth Management
New York
$6K +$6K +24 New
EWA
1218
Evolution Wealth Advisors
Florida
$5K – – –
TFS
1219
TrustCore Financial Services
Tennessee
$5K – – –
AP
1220
Atwood & Palmer
Missouri
$5K +$4.5K +18 New
ECM
1221
Estabrook Capital Management
New York
$4.41K +$250 +1 +6%
FNBOSM
1222
First National Bank of South Miami
Florida
$4K -$53.7K -215 -93%
CA
1223
Crewe Advisors
Utah
$3K -$3.5K -14 -54%
HR
1224
Howe & Rusling
New York
$3K – – –
MLFP
1225
MPS Loria Financial Planners
Illinois
$3K – – –