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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
701
Corbenic Partners
Pennsylvania
$7K – – –
RWM
702
Raffa Wealth Management
District of Columbia
$6.83K -$5.76K -60 -48%
AWM
703
Avior Wealth Management
Nebraska
$5K – – –
FMP
704
Financial Management Professionals
Texas
$5K +$4.22K +44 New
PGWM
705
Parisi Gray Wealth Management
New Jersey
$5K +$4.61K +48 New
HWMA
706
Heritage Wealth Management (Arizona)
Arizona
$4K -$17.3K -180 -82%
PWMG
707
Prestige Wealth Management Group
New Jersey
$4K -$1.54K -16 -29%
PMFA
708
Plante Moran Financial Advisors
Michigan
$4K – – –
JWA
709
JFS Wealth Advisors
Pennsylvania
$3K – – –
PAI
710
Pittenger & Anderson Inc
Nebraska
$3K – – –
VCM
711
Versant Capital Management
Arizona
$3K +$384 +4 +14%
PI
712
PEAK6 Investments
Illinois
$2K -$1.19M -12,428 -100%
LF
713
Lee Financial
Texas
$2K -$2.31K -24 -60%
CFD
714
Creative Financial Designs
Indiana
$2K – – –
CA
715
Crewe Advisors
Utah
$2K – – –
HS
716
Horan Securities
United States
$2K – – –
SFSIG
717
San Francisco Sentry Investment Group
California
$2K +$1.54K +16 New
TAIM
718
TD Ameritrade Investment Management
Nebraska
$2K +$1.92K +20 New
RDWM
719
Red Door Wealth Management
Tennessee
$2K +$2.31K +24 New
BC
720
Bartlett & Co
Ohio
$1K – – –
MIM
721
Macroview Investment Management
Maryland
$1K – – –
WWMSC
722
Wagner Wealth Management (South Carolina)
South Carolina
$1K – – –
CWC
723
Carolinas Wealth Consulting
North Carolina
$1K +$768 +8 New
GAM
724
Gemmer Asset Management
California
$1K +$768 +8 New
SWA
725
SOA Wealth Advisors
New York
$1K +$1.54K +16 New
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