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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
501
Salem Investment Counselors
North Carolina
$1.92K – – –
DIP
502
DT Investment Partners
Pennsylvania
$1.87K – – –
PWMG
503
Prestige Wealth Management Group
New Jersey
$1.84K -$3.89K -194 -64%
ZB
504
Zions Bancorporation
Utah
$1.78K -$4.21K -210 -67%
GBT
505
Grove Bank & Trust
Florida
$1.73K +$2.03K +101 New
CYG
506
Clean Yield Group
Vermont
$1.72K – – –
CWP
507
Concord Wealth Partners
Virginia
$1.72K – – –
LF
508
Lee Financial
Texas
$1.56K +$1.83K +91 New
TWA
509
TCI Wealth Advisors
Arizona
$1.49K +$1.3K +65 +295%
VCM
510
Versant Capital Management
Arizona
$1.34K +$1.36K +68 +680%
TCM
511
TD Capital Management
Tennessee
$1.27K – – –
CG
512
Cutler Group
California
$1K -$9.59K -478 -84%
CAM
513
ClariVest Asset Management
California
$1K – – –
TFA
514
Transamerica Financial Advisors
Florida
$1K – – –
CA
515
Centerpoint Advisors
Massachusetts
$1K +$642 +32 New
CAM
516
Close Asset Management
United Kingdom
$1K +$1.28K +64 New
MCM
517
MV Capital Management
Maryland
$979 -$3.05K -152 -73%
TCA
518
Trifecta Capital Advisors
Illinois
$979 – – –
DI
519
Disciplined Investments
Oklahoma
$946 -$401 -20 -27%
BCMLT
520
Beacon Capital Management LLC (Tennessee)
Tennessee
$944 – – –
FWM
521
Focused Wealth Management
New York
$906 +$20 +1 +2%
BAAM
522
Baker Avenue Asset Management
California
$892 +$381 +19 +58%
CT
523
Caldwell Trust
Florida
$892 +$1.04K +52 New
SC
524
Schubert & Co
Texas
$858 -$1.4K -70 -58%
RWM
525
Raffa Wealth Management
District of Columbia
$789 – – –