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Name Holding Trade Value Shares
Change
Change in
Stake
CB
1451
Community Bank
New York
$10K +$11.2K +26 New
BG
1452
Bollard Group
Massachusetts
$9K – – –
DAC
1453
Dividend Assets Capital
South Carolina
$9K – – –
PK
1454
Pflug Koory
Nebraska
$9K +$9.94K +23 New
GA
1455
GoalVest Advisory
New York
$8K -$364K -842 -98%
KTC
1456
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
CC
1457
Centiva Capital
New York
$8K +$9.07K +21 New
CWA
1458
Clearview Wealth Advisors
Oregon
$7K -$25.5K -59 -78%
TIM
1459
Tortoise Investment Management
New York
$7K -$1.3K -3 -15%
IWP
1460
IAG Wealth Partners
Wisconsin
$7K – – –
RA
1461
Rise Advisors
New York
$7K – – –
RCM
1462
Raleigh Capital Management
North Carolina
$7K +$3.46K +8 +73%
TF
1463
TimeScale Financial
Massachusetts
$7K +$7.34K +17 New
CFD
1464
Creative Financial Designs
Indiana
$6K – – –
MS
1465
Mizuho Securities
Japan
$6K – – –
LF
1466
Lee Financial
Texas
$6K +$432 +1 +6%
WWM
1467
Wolff Wiese Magana
California
$6K +$4.75K +11 +275%
BA
1468
Bellwether Advisors
Nebraska
$6K +$6.91K +16 New
ONST
1469
Old North State Trust
North Carolina
$6K +$6.91K +16 New
TFGT
1470
TS Financial Group (TSFG)
Illinois
$5K -$1.3K -3 -20%
EL
1471
EMFO LLC
Florida
$5K – – –
HWM
1472
HighMark Wealth Management
Minnesota
$5K – – –
MTIC
1473
Missouri Trust & Investment Company
Missouri
$5K – – –
NFSG
1474
Newbridge Financial Services Group
Florida
$5K – – –
PPWM
1475
PFG Private Wealth Management
Florida
$5K +$2.59K +6 +86%