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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
826
Prestige Wealth Management Group
New Jersey
$7K – – –
TIM
827
Tortoise Investment Management
New York
$7K – – –
SAI
828
Systematic Alpha Investments
New Jersey
$7K +$6.31K +25 New
JFA
829
JNBA Financial Advisors
Minnesota
$7K +$7.32K +29 New
FRA
830
Front Row Advisors
California
$6K – – –
HWA
831
HHM Wealth Advisors
Tennessee
$6K – – –
KFS
832
Kelly Financial Services
Massachusetts
$5.27K – – –
GPA
833
Guidance Point Advisors
Massachusetts
$5K +$6.31K +25 New
RWM
834
Raffa Wealth Management
District of Columbia
$4.07K – – –
BWA
835
BDO Wealth Advisors
Florida
$4K – – –
NFSG
836
Newbridge Financial Services Group
Florida
$4K – – –
LWM
837
Liberty Wealth Management
California
$4K +$2.27K +9 +100%
BC
838
Bartlett & Co
Ohio
$4K +$3.03K +12 +400%
CFA
839
Cahill Financial Advisors
Minnesota
$4K +$3.79K +15 New
BCWM
840
Bartlett & Co Wealth Management
Ohio
$3.59K +$3.03K +12 +400%
JPLA
841
Joseph P. Lucia & Associates
New York
$3K – – –
LF
842
Lee Financial
Texas
$3K – – –
TFM
843
TFC Financial Management
Massachusetts
$3K – – –
EWM
844
Edge Wealth Management
New York
$3K +$3.53K +14 New
RTL
845
Red Tortoise LLC
Georgia
$3K +$4.29K +17 New
LAS
846
Lloyd Advisory Services
Georgia
$2K -$252 -1 -9%
CCC
847
Crescent Capital Consulting
Louisiana
$2K – – –
WWM
848
Wolff Wiese Magana
California
$2K – – –
AF
849
Advisornet Financial
Minnesota
$2K +$1.26K +5 +100%
MA
850
MCF Advisors
Kentucky
$2K +$1.77K +7 New