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Name Holding Trade Value Shares
Change
Change in
Stake
EW
751
Evoke Wealth
California
$5K -$555 -3 -12%
EWM
752
Edge Wealth Management
New York
$5K
SIS
753
Sound Income Strategies
Florida
$5K
FMP
754
Financial Management Professionals
Texas
$5K +$3.52K +19 +271%
LF
755
Lee Financial
Texas
$5K +$4.44K +24 New
SWA
756
Sutton Wealth Advisors
Florida
$4.32K -$1.3K -7 -25%
NICM
757
Neo Ivy Capital Management
New York
$4K -$147K -794 -98%
AF
758
Advisornet Financial
Minnesota
$4K
BC
759
Burleson & Co
California
$4K
CWA
760
Clearview Wealth Advisors
Oregon
$4K
PMFA
761
Plante Moran Financial Advisors
Michigan
$4K
VNA
762
Valley National Advisers
Pennsylvania
$4K +$1.48K +8 +80%
First Manhattan
763
First Manhattan
New York
$4K +$4.44K +24 New
LFG
764
Larson Financial Group
Missouri
$3K -$1.67K -9 -35%
BAM
765
Barrett Asset Management
New York
$3K
KFI
766
Key Financial Inc
Pennsylvania
$3K
PP
767
Pacifica Partners
Canada
$3K
EBA
768
Eagle Bay Advisors
New York
$3K +$1.85K +10 New
EWA
769
Evolution Wealth Advisors
Florida
$3K +$2.59K +14 New
BCH
770
Berkshire Capital Holdings
California
$2K -$34.1M -184,040 -100%
AFS
771
Annapolis Financial Services
Maryland
$2K
HCP
772
Hexagon Capital Partners
Arkansas
$2K
LCM
773
Logan Capital Management
Pennsylvania
$2K
TF
774
TimeScale Financial
Massachusetts
$2K
WQ
775
Wealth Quarterback
New Jersey
$2K +$925 +5 New