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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
726
Tortoise Investment Management
New York
$5K – – –
PWMG
727
Prestige Wealth Management Group
New Jersey
$5K +$1.01K +6 +25%
CCA
728
Childress Capital Advisors
Texas
$5K +$4.55K +27 New
FFG
729
Fortem Financial Group
California
$5K +$4.72K +28 New
RFA
730
Reilly Financial Advisors
California
$5K +$4.72K +28 New
BAM
731
Barrett Asset Management
New York
$4K -$21.1K -125 -83%
FRA
732
Front Row Advisors
California
$4K – – –
HWA
733
HHM Wealth Advisors
Tennessee
$4K – – –
NSB
734
Norway Savings Bank
Maine
$4K +$3.54K +21 New
Jones Financial Companies
735
Jones Financial Companies
Missouri
$4K +$4.21K +25 New
KFS
736
Kelly Financial Services
Massachusetts
$3.94K – – –
HI
737
Hudock Inc
Pennsylvania
$3K – – –
TFM
738
TFC Financial Management
Massachusetts
$3K – – –
CB
739
CNB Bank
Pennsylvania
$3K +$2.7K +16 New
RWM
740
Raffa Wealth Management
District of Columbia
$2.15K – – –
LAS
741
Lloyd Advisory Services
Georgia
$2K -$843 -5 -31%
HR
742
Howe & Rusling
New York
$2K -$337 -2 -17%
NFSG
743
Newbridge Financial Services Group
Florida
$2K -$169 -1 -8%
BWA
744
Burt Wealth Advisors
Maryland
$2K – – –
SFSIG
745
San Francisco Sentry Investment Group
California
$2K – – –
MLFP
746
MPS Loria Financial Planners
Illinois
$2K +$1.52K +9 New
CCC
747
Crescent Capital Consulting
Louisiana
$2K +$1.69K +10 New
DWP
748
Destiny Wealth Partners
Florida
$2K +$1.69K +10 New
SFO
749
Standard Family Office
South Dakota
$2K +$1.85K +11 New
AssetMark Inc
750
AssetMark Inc
California
$2K +$2.02K +12 New