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Name Holding Trade Value Shares
Change
Change in
Stake
SOW
401
State of Wyoming
Wyoming
$6K +$5.92K +30 New
RWM
402
Raffa Wealth Management
District of Columbia
$5.71K – – –
CT
403
Caldwell Trust
Florida
$5.11K – – –
AssetMark Inc
404
AssetMark Inc
California
$5K -$38.1K -193 -89%
AA
405
AlphaMark Advisors
Kentucky
$5K – – –
CFD
406
Creative Financial Designs
Indiana
$5K – – –
TFM
407
TFC Financial Management
Massachusetts
$5K – – –
AF
408
Allworth Financial
California
$4K -$197 -1 -5%
KFI
409
Key Financial Inc
Pennsylvania
$4K – – –
LWM
410
Liberty Wealth Management
California
$4K – – –
WP
411
WealthShield Partners
North Carolina
$4K +$3.95K +20 New
AWM
412
Accel Wealth Management
Iowa
$3K – – –
BAM
413
Bellevue Asset Management
Washington
$3K – – –
CFFP
414
Center for Financial Planning
Michigan
$3K – – –
RIM
415
Ranger Investment Management
Texas
$3K – – –
TCWM
416
Total Clarity Wealth Management
Illinois
$3K +$2.96K +15 New
GEA
417
Glen Eagle Advisors
New Jersey
$2.16K – – –
JCM
418
Jacobi Capital Management
Pennsylvania
$2K – – –
PWMG
419
Prestige Wealth Management Group
New Jersey
$2K – – –
PAM
420
Panagora Asset Management
Massachusetts
$2K +$1.58K +8 New
HCP
421
Hexagon Capital Partners
Arkansas
$1K – – –
SIA
422
SkyView Investment Advisors
New Jersey
$1K – – –
CAL
423
Capital Analysts LLC
Pennsylvania
$1K +$987 +5 New
SC
424
Sierra Capital
Florida
$1K +$1.19K +6 New
Lord, Abbett & Co
425
Lord, Abbett & Co
New Jersey
– -$21.6M -110,918 Closed