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Name Holding Trade Value Shares
Change
Change in
Stake
JA
726
JOYN Advisors
Georgia
$15K +$14.5K +312 New
MCWS
727
McKinley Carter Wealth Services
West Virginia
$14K +$13K +280 New
NWM
728
Northwest Wealth Management
Iowa
$14K +$13.1K +281 New
CA
729
Crewe Advisors
Utah
$13K -$9.27K -199 -43%
SAM
730
Shamrock Asset Management
Texas
$13K
PGWM
731
Parisi Gray Wealth Management
New Jersey
$13K +$47 +1 +0.4%
MWM
732
MinichMacGregor Wealth Management
New York
$13K +$93 +2 +0.7%
FGC
733
Financial Gravity Companies
Texas
$13K +$2.05K +44 +20%
JFA
734
JNBA Financial Advisors
Minnesota
$13K +$7.5K +161 +164%
FGAM
735
Financial Gravity Asset Management
Texas
$13K +$12.2K +263 New
FWM
736
Focused Wealth Management
New York
$12K -$26.4K -566 -70%
APSP
737
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K -$15.6K -335 -58%
GI
738
Gradient Investments
Minnesota
$12K
MMG
739
Monetary Management Group
Missouri
$12K
IFAM
740
Institutional & Family Asset Management
Colorado
$12K +$11.2K +240 New
ACS
741
Archford Capital Strategies
Illinois
$12K +$12.7K +272 New
OPWM
742
Oak Point Wealth Management
Michigan
$11K
PFBT
743
Parkside Financial Bank & Trust
Missouri
$11K
SIAS
744
Shine Investment Advisory Services
Colorado
$11K
TC
745
Trilogy Capital
California
$11K +$10.2K +220 New
OFS
746
Orrstown Financial Services
Pennsylvania
$10K -$1.49K -32 -13%
FRA
747
Front Row Advisors
California
$10K -$140 -3 -1%
CB
748
CNB Bank
Pennsylvania
$10K
MFBTD
749
MB Financial Bank - Trust Department
Illinois
$10K
ME
750
McIlrath & Eck
Washington
$10K