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Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Centerpoint Advisors
Massachusetts
$5K – – –
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K – – –
TCM
603
Tradewinds Capital Management
Washington
$5K – – –
RCA
604
Ranch Capital Advisors
Florida
$5K +$5.2K +50 New
WB
605
West Bancorporation
Iowa
$5K +$5.41K +52 New
TWA
606
TCI Wealth Advisors
Arizona
$4K -$4.68K -45 -56%
CI
607
CX Institutional
Indiana
$4K – – –
TFO
608
Tarbox Family Office
California
$4K – – –
IA
609
IndexIQ Advisors
New York
$4K +$4.16K +40 New
RMAM
610
Raab & Moskowitz Asset Management
New Jersey
$4K +$4.58K +44 New
NFG
611
Next Financial Group
Texas
$3K -$6.35K -61 -71%
GI
612
Gradient Investments
Minnesota
$3K – – –
JAM
613
JCIC Asset Management
Ontario, Canada
$3K – – –
SIM
614
Sonora Investment Management
Arizona
$3K – – –
TFS
615
TrustCore Financial Services
Tennessee
$3K – – –
CWA
616
Carolina Wealth Advisors
South Carolina
$3K +$2.5K +24 New
CCM
617
Covington Capital Management
California
$3K +$2.6K +25 New
TFA
618
Tobias Financial Advisors
Florida
$3K +$3.23K +31 New
CA
619
Crewe Advisors
Utah
$3K +$3.33K +32 New
SWA
620
Sutton Wealth Advisors
Florida
$2.32K – – –
NIM
621
NuWave Investment Management
New Jersey
$2K -$97.9K -941 -98%
RA
622
Rational Advisors
New York
$2K -$45.7K -439 -96%
EWA
623
Evolution Wealth Advisors
Florida
$2K – – –
JPLA
624
Joseph P. Lucia & Associates
New York
$2K – – –
WCM
625
Wealthcare Capital Management
Virginia
$2K +$1.77K +17 New