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Name Holding Trade Value Shares
Change
Change in
Stake
GI
401
Gradient Investments
Minnesota
$12K +$14.6K +95 New
BA
402
Bellwether Advisors
Nebraska
$9K
CCA
403
Column Capital Advisors
Indiana
$8K -$2K -13 -17%
NFSG
404
Newbridge Financial Services Group
Florida
$7K +$8.47K +55 New
HI
405
Harbour Investments
Wisconsin
$6K -$45.1K -293 -85%
CFD
406
Creative Financial Designs
Indiana
$6K
PAI
407
Pittenger & Anderson Inc
Nebraska
$6K
MCM
408
Manchester Capital Management
Vermont
$6K +$1.08K +7 +18%
LF
409
Lee Financial
Texas
$6K +$7.55K +49 New
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$6K +$7.7K +50 New
FAG
411
Fortitude Advisory Group
Washington
$6K +$7.7K +50 New
WFS
412
Widmann Financial Services
Maryland
$6K +$7.7K +50 New
EW
413
Evoke Wealth
California
$5K
EWM
414
Edge Wealth Management
New York
$5K +$2.31K +15 +65%
CAL
415
Capital Analysts LLC
Pennsylvania
$5K +$6.16K +40 New
Koshinski Asset Management
416
Koshinski Asset Management
Illinois
$3.08K +$1.23K +8 +50%
PFGIA
417
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$462 +3 +18%
LPWM
418
Lake Point Wealth Management
Texas
$3K +$3.85K +25 New
BIA
419
Bell Investment Advisors
California
$2K
FMP
420
Financial Management Professionals
Texas
$2K
FHA
421
First Horizon Advisors
Tennessee
$2K
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$2K
Rockefeller Capital Management
423
Rockefeller Capital Management
New York
$2K +$308 +2 +10%
GWS
424
Glassman Wealth Services
Virginia
$2K +$1.23K +8 +200%
AIM
425
AHL Investment Management
Florida
$2K +$2.46K +16 New