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Name Holding Trade Value Shares
Change
Change in
Stake
HS
701
Horan Securities
United States
$8K +$7.28K +79 New
LWCFA
702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
SIAS
703
Shine Investment Advisory Services
Colorado
$7K
EWA
704
Evolution Wealth Advisors
Florida
$7K +$6.45K +70 New
BWM
705
Baystate Wealth Management
Massachusetts
$6K
BFC
706
Bedel Financial Consulting
Indiana
$6K
RFA
707
Reilly Financial Advisors
California
$6K
APWA
708
Atlas Private Wealth Advisors
New Jersey
$6K +$5.62K +61 New
BL
709
Balentine LLC
Georgia
$5K -$14.4K -156 -76%
AF
710
Advisornet Financial
Minnesota
$5K
FPFS
711
First Personal Financial Services
North Carolina
$5K
SWM
712
Sugarloaf Wealth Management
Georgia
$5K
VRM
713
Vectors Research Management
New York
$5K
FMP
714
Financial Management Professionals
Texas
$5K +$4.61K +50 New
RCA
715
Reitz Capital Advisors
Michigan
$5K +$4.61K +50 New
FWM
716
Filbrandt Wealth Management
Wisconsin
$5K +$4.97K +54 New
AWM
717
Apollon Wealth Management
South Carolina
$4K +$3.22K +35 New
AWA
718
Arkadios Wealth Advisors
Georgia
$3.38K +$3.13K +34 New
SQA
719
Simon Quick Advisors
New Jersey
$3K
PW
720
Price Wealth
Texas
$3K +$737 +8 +40%
AF
721
Allworth Financial
California
$2K
PCFFS
722
Pacific Center for Financial Services
California
$2K
SFSIG
723
San Francisco Sentry Investment Group
California
$2K
SA
724
SRH Advisors
Kansas
$2K
NIM
725
NuWave Investment Management
New Jersey
$2K +$1.47K +16 New