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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1051
Pin Oak Investment Advisors
Texas
$2K -$20K -470 -88%
MFT
1052
Moisand Fitzgerald Tamayo
Florida
$2K -$8.63K -203 -74%
HWM
1053
HighMark Wealth Management
Minnesota
$2K -$1.78K -42 -33%
EWM
1054
EPG Wealth Management
Georgia
$2K -$298 -7 -11%
HI
1055
Human Investing
Oregon
$2K – – –
PCFFS
1056
Pacific Center for Financial Services
California
$2K – – –
RCC
1057
Red Cedar Capital
Nebraska
$2K – – –
AlphaCore Capital
1058
AlphaCore Capital
California
$2K +$3.4K +80 New
DI
1059
Disciplined Investments
Oklahoma
$2K +$3.53K +83 New
KFS
1060
Kelly Financial Services
Massachusetts
$1.19K +$43 +1 +3%
SCA
1061
Stonebridge Capital Advisors
Minnesota
$1K -$878K -20,664 -100%
Harel Insurance Investments & Financial Services
1062
Harel Insurance Investments & Financial Services
Israel
$1K -$14.7K -347 -94%
AP
1063
Arlington Partners
Alabama
$1K -$14.2K -333 -94%
CMA
1064
Cedar Mountain Advisors
Oregon
$1K -$10.6K -250 -84%
LPWM
1065
Lake Point Wealth Management
Texas
$1K -$4.25K -100 -69%
CCM
1066
Cribstone Capital Management
Maine
$1K -$3.23K -76 -70%
LWA
1067
Lenox Wealth Advisors
New York
$1K -$255 -6 -15%
BHWM
1068
Bay Harbor Wealth Management
Maryland
$1K – – –
BCM
1069
Blume Capital Management
California
$1K – – –
Compagnie Lombard Odier SCmA
1070
Compagnie Lombard Odier SCmA
Switzerland
$1K – – –
LF
1071
Lee Financial
Texas
$1K – – –
RIA
1072
RPG Investment Advisory
California
$1K – – –
Sageworth Trust
1073
Sageworth Trust
Pennsylvania
$1K – – –
SA
1074
SRH Advisors
Kansas
$1K – – –
CFG
1075
CKW Financial Group
Hawaii
$1K +$43 +1 +2%