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Name Holding Trade Value Shares
Change
Change in
Stake
MF
401
Manchester Financial
California
$4K – – –
QCG
402
Quadrant Capital Group
Ohio
$4K +$367 +18 +11%
TWA
403
TCI Wealth Advisors
Arizona
$4K +$1.81K +89 +99%
JWM
404
Janiczek Wealth Management
Colorado
$4K +$3.32K +163 New
FA
405
Financial Avengers
California
$3K +$3.06K +150 New
PLU
406
Performa Ltd (US)
South Carolina
$3K +$3.06K +150 New
CFN
407
Cordasco Financial Network
Florida
$2K – – –
PGAM
408
Princeton Global Asset Management
New Jersey
$2K – – –
Rockefeller Capital Management
409
Rockefeller Capital Management
New York
$2K – – –
TFA
410
Toth Financial Advisory
Virginia
$2K – – –
WLPWM
411
Walled Lake Planning & Wealth Management
Illinois
$2K – – –
ZB
412
Zions Bancorporation
Utah
$2K – – –
CPWM
413
Cypress Point Wealth Management
Texas
$2K +$1.43K +70 New
IFAM
414
Institutional & Family Asset Management
Colorado
$2K +$2.04K +100 New
KFI
415
Key Financial Inc
Pennsylvania
$2K +$2.04K +100 New
VBCG
416
Valley Brook Capital Group
Pennsylvania
$2K +$2.04K +100 New
RPWA
417
Regent Peak Wealth Advisors
Georgia
$2K +$2.12K +104 New
BDWM
418
Brewin Dolphin Wealth Management
Ireland
$2K +$1.83K +90 New
BHWM
419
Bay Harbor Wealth Management
Maryland
$1K -$1.83K -90 -65%
CFD
420
Creative Financial Designs
Indiana
$1K – – –
OIA
421
Optimum Investment Advisors
Illinois
$1K – – –
VCG
422
Vantage Consulting Group
Virginia
$1K +$896 +44 New
ADIM
423
Alpha DNA Investment Management
Maryland
$1K +$937 +46 New
SFP
424
Sterling Financial Planning
New Jersey
$1K +$1.02K +50 New
FCH
425
Freestone Capital Holdings
Washington
$222 +$204 +10 New