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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
801
Independence Bank of Kentucky
Kentucky
$17K
RIM
802
Rockbridge Investment Management
New York
$14K -$6.03K -15 -30%
NC
803
NewSquare Capital
Pennsylvania
$14K
AF
804
Allworth Financial
California
$11K
RG
805
Retirement Group
California
$11K
IRC
806
Investors Research Corp
Georgia
$10K
JCM
807
Jacobi Capital Management
Pennsylvania
$9K
PWM
808
Provident Wealth Management
Tennessee
$9K +$8.85K +22 New
RWM
809
Raffa Wealth Management
District of Columbia
$8.69K +$1.61K +4 +24%
HIA
810
Harbor Investment Advisory
Maryland
$8K -$35K -87 -82%
BWM
811
Baystate Wealth Management
Massachusetts
$8K
FMP
812
Financial Management Professionals
Texas
$8K
HFA
813
HC Financial Advisors
California
$8K
AAP
814
Arax Advisory Partners
Colorado
$7K -$150K -374 -95%
CCA
815
Column Capital Advisors
Indiana
$7K
M
816
MOTCO
Texas
$7K
BWA
817
BDO Wealth Advisors
Florida
$7K +$4.42K +11 +220%
CA
818
Crewe Advisors
Utah
$7K +$7.24K +18 New
VFA
819
Valeo Financial Advisors
Indiana
$6K -$27.8K -69 -83%
MSFP
820
Mark Sheptoff Financial Planning
Connecticut
$6K
TFGT
821
TS Financial Group (TSFG)
Illinois
$6K
WCG
822
Weaver Consulting Group
California
$6K
SIS
823
Sound Income Strategies
Florida
$6K +$3.62K +9 +150%
SSB
824
Sandy Spring Bank
Maryland
$5K
HR
825
Howe & Rusling
New York
$4K +$402 +1 +13%