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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
Ropes Wealth Advisors
Massachusetts
$5K – – –
CA
552
Centerpoint Advisors
Massachusetts
$5K +$4.48K +51 New
APSP
553
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K +$4.74K +54 New
RWM
554
Raffa Wealth Management
District of Columbia
$4.62K +$3.51K +40 +400%
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
OFS
556
Orrstown Financial Services
Pennsylvania
$4K – – –
GWS
557
Glassman Wealth Services
Virginia
$4K +$2.2K +25 +192%
CFC
558
Coyle Financial Counsel
Illinois
$4K +$3.69K +42 New
CFN
559
Cordasco Financial Network
Florida
$4K +$3.95K +45 New
JAM
560
JCIC Asset Management
Ontario, Canada
$3K – – –
QCG
561
Quadrant Capital Group
Ohio
$3K – – –
SIM
562
Sonora Investment Management
Arizona
$3K – – –
SWA
563
Sutton Wealth Advisors
Florida
$2.03K – – –
Bessemer Group
564
Bessemer Group
New Jersey
$2K -$130K -1,483 -98%
FC
565
Ferris Capital
Massachusetts
$2K – – –
LFG
566
LifePlan Financial Group
Ohio
$2K – – –
TWA
567
TCI Wealth Advisors
Arizona
$2K +$264 +3 +13%
AF
568
Allworth Financial
California
$2K +$2.2K +25 New
FDCDDQ
569
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.85K -$86.4K -984 -98%
NIM
570
NuWave Investment Management
New Jersey
$1K -$323K -3,672 -100%
FANJ
571
Financial Architects (New Jersey)
New Jersey
$1K -$9.66K -110 -90%
FWM
572
Focused Wealth Management
New York
$1K – – –
JWA
573
JFS Wealth Advisors
Pennsylvania
$1K – – –
LWCFA
574
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
TFO
575
Tarbox Family Office
California
$1K – – –