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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
701
Financial Gravity Asset Management
Texas
$7K +$7.78K +27 New
Parallax Volatility Advisers
702
Parallax Volatility Advisers
California
$6K -$166K -577 -96%
BWM
703
BerganKDV Wealth Management
Minnesota
$6K
EWM
704
Endurance Wealth Management
Rhode Island
$6K
SPL
705
Smart Portfolios LLC
Washington
$6K
BWM
706
Baystate Wealth Management
Massachusetts
$6K +$1.15K +4 +20%
MSFP
707
Mark Sheptoff Financial Planning
Connecticut
$6K +$4.03K +14 +156%
JCM
708
Jacobi Capital Management
Pennsylvania
$6K +$6.05K +21 New
IRC
709
Investors Research Corp
Georgia
$6K +$6.92K +24 New
JPLA
710
Joseph P. Lucia & Associates
New York
$5.47K +$5.76K +20 New
MSA
711
Marino Stram & Associates
Massachusetts
$5K +$1.73K +6 +50%
CB
712
CNB Bank
Pennsylvania
$5K +$5.76K +20 New
LFA
713
Legacy Financial Advisors
Kentucky
$4K -$12.7K -44 -76%
CHP
714
Cable Hill Partners
Oregon
$4K
GSWM
715
Golden State Wealth Management
California
$4K +$4.32K +15 New
LF
716
Lee Financial
Texas
$3K
MCM
717
MV Capital Management
Maryland
$3K
CI
718
CX Institutional
Indiana
$3K +$1.15K +4 +67%
CFA
719
Camarda Financial Advisors
Florida
$3K +$2.88K +10 New
RIA
720
Realta Investment Advisors
Delaware
$3K +$2.88K +10 New
MIM
721
Macroview Investment Management
Maryland
$3K +$3.17K +11 New
WCG
722
Weaver Consulting Group
California
$3K +$4.03K +14 New
RWM
723
Raffa Wealth Management
District of Columbia
$2.39K
OFW
724
Omnia Family Wealth
Florida
$2K -$30K -104 -93%
BBHC
725
Brown Brothers Harriman & Co
New York
$2K -$7.78K -27 -77%