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Name Holding Trade Value Shares
Change
Change in
Stake
OP
376
ORG Partners
Indiana
$621 -$1.67K -84 -74%
HI
377
Harbour Investments
Wisconsin
$581 – – –
RWM
378
Raffa Wealth Management
District of Columbia
$560 – – –
CA
379
Claris Advisors
Missouri
$560 +$538 +27 New
PK
380
Pflug Koory
Nebraska
$560 +$538 +27 New
KPP
381
Kings Path Partners
Texas
$540 – – –
TWC
382
TD Waterhouse Canada
Ontario, Canada
$502 – – –
GJWM
383
Gilliland Jeter Wealth Management
Arkansas
$457 – – –
DF
384
Dunhill Financial
United Kingdom
$433 – – –
MFG
385
Mendota Financial Group
Wisconsin
$395 +$378 +19 New
RI
386
Ridgewood Investments
New Jersey
$374 -$139 -7 -28%
MCM
387
MV Capital Management
Maryland
$374 +$159 +8 +80%
NMM
388
Naples Money Management
Florida
$353 – – –
AF
389
Advisornet Financial
Minnesota
$332 – – –
CTWM
390
Cherry Tree Wealth Management
Minnesota
$332 – – –
PS
391
Planned Solutions
California
$332 +$319 +16 New
CIR
392
Clear Investment Research
Georgia
$304 – – –
EWM
393
Evermay Wealth Management
Virginia
$270 +$100 +5 +63%
FGA
394
Fortis Group Advisors
New Jersey
$250 – – –
TCG
395
Transcendent Capital Group
Oklahoma
$228 – – –
CPA
396
Clear Point Advisors
New York
$208 – – –
AWM
397
Abound Wealth Management
Tennessee
$208 +$199 +10 New
HCM
398
Hollencrest Capital Management
California
$187 – – –
BFA
399
BBJS Financial Advisors
Washington
$169 – – –
AWM
400
Avior Wealth Management
Nebraska
$166 – – –