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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
676
USA Financial Formulas
Michigan
$522 +$205 +4 +57%
BIM
677
Breakwater Investment Management
Washington
$522 +$563 +11 New
BLC
678
Brown, Lisle/Cummings
Rhode Island
$522 +$563 +11 New
OWP
679
ORG Wealth Partners
Texas
$521 – – –
IPS
680
Investors Portfolio Services
Washington
$474 -$512 -10 -50%
MLA
681
MB, Levis & Associates
Pennsylvania
$474 – – –
SEP
682
Signature Equity Partners
Ohio
$427 -$3.02K -59 -87%
SC
683
Solstein Capital
California
$427 – – –
QWM
684
Quaker Wealth Management
New Jersey
$427 +$205 +4 +80%
CA
685
Crewe Advisors
Utah
$427 +$460 +9 New
GJIA
686
Glass Jacobson Investment Advisors
Maryland
$380 – – –
TWM
687
TopTier Wealth Management
Wisconsin
$379 +$409 +8 New
HFS
688
Hughes Financial Services
Virginia
$332 -$102 -2 -22%
KFI
689
Key Financial Inc
Pennsylvania
$332 – – –
SN
690
Sittner & Nelson
Oregon
$332 – – –
FPF
691
First Pacific Financial
Washington
$332 +$358 +7 New
PB
692
Prosperity Bancshares
Texas
$284 – – –
BGAI
693
Bruce G. Allen Investments
Colorado
$284 +$153 +3 +100%
FHC
694
First Horizon Corporation
Tennessee
$284 +$307 +6 New
BMC
695
Bear Mountain Capital
Washington
$239 – – –
DF
696
DecisionPoint Financial
Arizona
$238 – – –
JWA
697
JFS Wealth Advisors
Pennsylvania
$190 -$1.59K -31 -89%
CJ
698
Caitlin John
Michigan
$190 – – –
CCWM
699
Cassaday & Co Wealth Management
Virginia
$143 -$262K -5,130 -100%
DPW
700
DiNuzzo Private Wealth
Pennsylvania
$143 -$205 -4 -57%