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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
1051
Moisand Fitzgerald Tamayo
Florida
$2K -$8.63K -203 -74%
HWM
1052
HighMark Wealth Management
Minnesota
$2K -$1.78K -42 -33%
EWM
1053
EPG Wealth Management
Georgia
$2K -$298 -7 -11%
HI
1054
Human Investing
Oregon
$2K
PCFFS
1055
Pacific Center for Financial Services
California
$2K
RCC
1056
Red Cedar Capital
Nebraska
$2K
AC
1057
AlphaCore Capital
California
$2K +$3.4K +80 New
DI
1058
Disciplined Investments
Oklahoma
$2K +$3.53K +83 New
KFS
1059
Kelly Financial Services
Massachusetts
$1.19K +$43 +1 +3%
SCA
1060
Stonebridge Capital Advisors
Minnesota
$1K -$878K -20,664 -100%
HIIFS
1061
Harel Insurance Investments & Financial Services
Israel
$1K -$14.7K -347 -94%
AP
1062
Arlington Partners
Alabama
$1K -$14.2K -333 -94%
CMA
1063
Cedar Mountain Advisors
Oregon
$1K -$10.6K -250 -84%
LPWM
1064
Lake Point Wealth Management
Texas
$1K -$4.25K -100 -69%
CCM
1065
Cribstone Capital Management
Maine
$1K -$3.23K -76 -70%
LWA
1066
Lenox Wealth Advisors
New York
$1K -$255 -6 -15%
BHWM
1067
Bay Harbor Wealth Management
Maryland
$1K
BCM
1068
Blume Capital Management
California
$1K
CLOS
1069
Compagnie Lombard Odier SCmA
Switzerland
$1K
LF
1070
Lee Financial
Texas
$1K
RIA
1071
RPG Investment Advisory
California
$1K
ST
1072
Sageworth Trust
Pennsylvania
$1K
SA
1073
SRH Advisors
Kansas
$1K
CFG
1074
CKW Financial Group
Hawaii
$1K +$43 +1 +2%
PW
1075
Price Wealth
Texas
$1K +$1.27K +30 New