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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
526
Bay Harbor Wealth Management
Maryland
$2.34K +$217 +1 +11%
QL
527
Quarry LP
New York
$2.1K +$1.95K +9 New
RWM
528
Rialto Wealth Management
New York
$1.87K +$434 +2 +33%
HIA
529
HFM Investment Advisors
New Jersey
$1.87K +$1.09K +5 +167%
TM
530
Torren Management
California
$1.67K
BGAI
531
Bruce G. Allen Investments
Colorado
$1.64K -$5.86K -27 -79%
PWA
532
Physician Wealth Advisors
Utah
$1.64K +$434 +2 +40%
HFS
533
Hughes Financial Services
Virginia
$1.64K +$1.3K +6 +600%
ZBNA
534
Zions Bancorporation, National Association
Utah
$1.4K
FCAS
535
First Command Advisory Services
Texas
$1.17K
GFA
536
Godfrey Financial Associates
New York
$1.17K
RFS
537
Richardson Financial Services
Massachusetts
$1.17K
LI
538
LRI Investments
Florida
$935 +$869 +4 New
BCV
539
Banque Cantonale Vaudoise
Switzerland
$712 +$82.3K +379 +14%
BIM
540
Breakwater Investment Management
Washington
$702 +$651 +3 New
IPS
541
Investors Portfolio Services
Washington
$701
AF
542
Advisornet Financial
Minnesota
$701 +$651 +3 New
CFM
543
Cornerstone Financial Management
Massachusetts
$701 +$651 +3 New
BIA
544
Bell Investment Advisors
California
$468 -$217 -1 -33%
SWM
545
SHP Wealth Management
Massachusetts
$468
DF
546
DecisionPoint Financial
Arizona
$441 +$434 +2 New
MCA
547
Maryland Capital Advisors
Maryland
$234 +$217 +1 New
RJA
548
Ross\Johnson & Associates
Minnesota
$234 +$217 +1 New
CPG
549
Cornerstone Planning Group
New Jersey
$201
EIP
550
Energy Income Partners
Connecticut
-$14.5M -83,362 Closed