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Exelixis

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
676
Winthrop Capital Management
Indiana
$1K – – –
BFS
677
Bare Financial Services
Pennsylvania
$901 +$903 +21 New
HIA
678
HFM Investment Advisors
New Jersey
$858 +$129 +3 +18%
MWM
679
Mosley Wealth Management
California
$826 +$860 +20 New
FFA
680
Frazier Financial Advisors
Ohio
$687 +$688 +16 New
TM
681
Torren Management
California
$686 -$860 -20 -56%
FMP
682
Financial Management Professionals
Texas
$686 – – –
SC
683
Swan Capital
Florida
$643 +$645 +15 New
VWM
684
Vermillion Wealth Management
Minnesota
$643 +$645 +15 New
MAM
685
Marquette Asset Management
Minnesota
$601 -$516 -12 -46%
UFF
686
USA Financial Formulas
Michigan
$600 – – –
BLC
687
Brown, Lisle/Cummings
Rhode Island
$600 +$602 +14 New
CFM
688
Cornerstone Financial Management
Massachusetts
$515 +$516 +12 New
FCAS
689
First Command Advisory Services
Texas
$515 +$516 +12 New
AF
690
Advisornet Financial
Minnesota
$429 – – –
OCWP
691
Owl Creek Wealth Partners
Colorado
$429 +$430 +10 New
IPS
692
Investors Portfolio Services
Washington
$407 +$344 +8 New
QWM
693
Quaker Wealth Management
New Jersey
$387 -$43 -1 -10%
GIA
694
GHP Investment Advisors
Colorado
$387 +$387 +9 New
PP
695
PFS Partners
New Jersey
$344 – – –
CPG
696
Cornerstone Planning Group
New Jersey
$311 +$215 +5 +250%
ACA
697
American Capital Advisory
Idaho
$301 – – –
CW
698
Curio Wealth
Maryland
$300 +$301 +7 New
AG
699
AmeriFlex Group
Nevada
$257 – – –
SWM
700
SHP Wealth Management
Massachusetts
$172 -$516 -12 -75%