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Name Holding Trade Value Shares
Change
Change in
Stake
KL
801
KWMG LLC
Kansas
$3K – – –
SHJ
802
Sharkey, Howes & Javer
Colorado
$3K – – –
SIM
803
Sonora Investment Management
Arizona
$3K – – –
SIS
804
Sound Income Strategies
Florida
$3K – – –
EWM
805
Executive Wealth Management
Michigan
$3K +$2.85K +97 New
APC
806
Aspire Private Capital
North Carolina
$3K +$2.94K +100 New
ESB
807
Essex Savings Bank
Connecticut
$3K +$2.94K +100 New
LWM
808
Liberty Wealth Management
California
$3K +$3.82K +130 New
FL
809
Fort LP
Maryland
$2K -$8.71K -296 -83%
HR
810
Howe & Rusling
New York
$2K -$176 -6 -8%
IFAM
811
Institutional & Family Asset Management
Colorado
$2K – – –
MFT
812
Moisand Fitzgerald Tamayo
Florida
$2K – – –
PO
813
Private Ocean
California
$2K – – –
WAS
814
Winch Advisory Services
Wisconsin
$2K – – –
TFA
815
Transamerica Financial Advisors
Florida
$2K +$147 +5 +15%
KCM
816
Karp Capital Management
California
$2K +$1.91K +65 New
LC
817
Lavaca Capital
Texas
$2K +$1.97K +67 New
AWMF
818
Arbor Wealth Management (Florida)
Florida
$2K +$2.21K +75 New
FHA
819
Flagship Harbor Advisors
Massachusetts
$2K +$2.41K +82 New
LFG
820
Larson Financial Group
Missouri
$2K +$2.44K +83 New
BOPW
821
Brandywine Oak Private Wealth
Pennsylvania
$2K +$2.59K +88 New
MCM
822
MV Capital Management
Maryland
$1K -$1.97K -67 -70%
BWM
823
BerganKDV Wealth Management
Minnesota
$1K – – –
BWA
824
Burt Wealth Advisors
Maryland
$1K – – –
NR
825
Newfound Research
Massachusetts
$1K – – –