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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1351
Sierra Capital
Florida
$7K – – –
S
1352
Surevest
California
$7K +$700 +5 +11%
FPFS
1353
First Personal Financial Services
North Carolina
$7K +$7.42K +53 New
WAM
1354
WFA Asset Management
Wisconsin
$6.67K +$7K +50 New
AWM
1355
Abound Wealth Management
Tennessee
$6.28K +$6.58K +47 New
GEA
1356
Glen Eagle Advisors
New Jersey
$6.21K +$140 +1 +2%
Jones Financial Companies
1357
Jones Financial Companies
Missouri
$6K -$4.76K -34 -41%
SC
1358
Solstein Capital
California
$6K – – –
TJHA
1359
Thomas J. Herzfeld Advisors
Florida
$6K – – –
CT
1360
Clearstead Trust
Maine
$6K +$5.88K +42 New
LF
1361
Lee Financial
Texas
$6K +$6.02K +43 New
AIM
1362
Axiom Investment Management
New York
$6K +$6.44K +46 New
ETC
1363
Exchange Traded Concepts
Oklahoma
$5K -$2.24K -16 -30%
AFS
1364
Annapolis Financial Services
Maryland
$5K – – –
SWM
1365
Sugarloaf Wealth Management
Georgia
$5K – – –
SC
1366
Schubert & Co
Texas
$5K +$1.26K +9 +28%
MAWCM
1367
Mine & Arao Wealth Creation & Management
California
$5K +$4.76K +34 New
DAC
1368
Dividend Assets Capital
South Carolina
$5K +$4.9K +35 New
AP
1369
Atwood & Palmer
Missouri
$4K – – –
HWM
1370
Horizons Wealth Management
North Carolina
$4K – – –
AWM
1371
Avior Wealth Management
Nebraska
$3K – – –
LWCFA
1372
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
SIC
1373
SJS Investment Consulting
Ohio
$3K +$3.78K +27 New
TFGT
1374
TS Financial Group (TSFG)
Illinois
$2K -$1.82K -13 -48%
TFA
1375
Toth Financial Advisory
Virginia
$2K – – –