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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2526
Lighthouse Financial Advisors
Maryland
$12K +$12.2K +262 New
SFPG
2527
Stonebridge Financial Planning Group
Florida
$10K +$9.81K +211 New
CA
2528
CXI Advisors
Indiana
$8K +$7.39K +159 New
SGAM
2529
Smith Group Asset Management
Texas
$7K -$8.22M -176,950 -100%
PW
2530
Price Wealth
Texas
$7K +$3.11K +67 +97%
TFA
2531
Tobias Financial Advisors
Florida
$7K +$6.97K +150 New
NCM
2532
New Capital Management
Texas
$6K
TJHA
2533
Thomas J. Herzfeld Advisors
Florida
$6K
RWG
2534
Regal Wealth Group
California
$6K +$46 +1 +0.8%
RA
2535
Rational Advisors
New York
$5K -$197K -4,234 -98%
NIM
2536
NuWave Investment Management
New Jersey
$5K -$57.6K -1,240 -92%
AA
2537
AlphaMark Advisors
Kentucky
$5K
CPA
2538
Cowen Prime Advisors
New York
$5K
CWM
2539
Cranbrook Wealth Management
Michigan
$5K
DTIM
2540
Danda Trouve Investment Management
Kansas
$5K +$4.65K +100 New
MC
2541
Martin Currie
United Kingdom
$5K +$4.65K +100 New
GI
2542
GS Investments
Minnesota
$4.3K +$2.88K +62 +163%
LGWM
2543
Litman Gregory Wealth Management
California
$4K -$65.9K -1,418 -95%
LS
2544
Leelyn Smith
Illinois
$4K +$3.49K +75 New
CCM
2545
Copeland Capital Management
Pennsylvania
$2K
UFF
2546
USA Financial Formulas
Michigan
$2K +$2.19K +47 New
TFA
2547
Transamerica Financial Advisors
Florida
$1K +$232 +5 New
SHWM
2548
Silicon Hills Wealth Management
Texas
$136 +$279 +6 New
Capital World Investors
2549
Capital World Investors
California
-$107M -2,163,000 Closed
Westfield Capital Management
2550
Westfield Capital Management
Massachusetts
-$81.3M -1,645,021 Closed