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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
601
Prestige Wealth Management Group
New Jersey
$5K – – –
FPS
602
Fieldpoint Private Securities
Connecticut
$5K +$4.07K +60 +545%
UWM
603
Urban Wealth Management
California
$5K +$4.68K +69 New
FDCDDQ
604
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.63K – – –
JWM
605
Janiczek Wealth Management
Colorado
$4K -$543 -8 -13%
APF
606
Alaska Permanent Fund
Alaska
$4K – – –
CC
607
Corsicana & Co
Texas
$4K – – –
PPWM
608
PFG Private Wealth Management
Florida
$4K – – –
PFA
609
Professional Financial Advisors
Nebraska
$4K – – –
Loomis, Sayles & Company
610
Loomis, Sayles & Company
Massachusetts
$4K +$1.49K +22 +52%
BIA
611
Bell Investment Advisors
California
$4K +$3.87K +57 New
CFFP
612
Center for Financial Planning
Michigan
$4K +$4K +59 New
EWA
613
EverSource Wealth Advisors
Alabama
$3K -$4.14K -61 -59%
HFM
614
Hartford Financial Management
Connecticut
$3K – – –
BA
615
Bellwether Advisors
Nebraska
$3K +$3.26K +48 New
VVP
616
Venture Visionary Partners
Ohio
$2.02K +$2.1K +31 New
ACK
617
Andrew C. Karlinski
$2K – – –
BWM
618
BerganKDV Wealth Management
Minnesota
$2K – – –
CAC
619
Certified Advisory Corp
Florida
$2K – – –
RG
620
Retirement Group
California
$2K – – –
DI
621
Disciplined Investments
Oklahoma
$2K +$339 +5 +19%
MCM
622
MV Capital Management
Maryland
$2K +$610 +9 +41%
GKIM
623
GW&K Investment Management
Massachusetts
$2K +$678 +10 +67%
SC
624
Schubert & Co
Texas
$2K +$1.15K +17 +94%
TFA
625
Transamerica Financial Advisors
Florida
$2K +$1.49K +22 New