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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
851
Prestige Wealth Management Group
New Jersey
$7K – – –
TIM
852
Tortoise Investment Management
New York
$7K – – –
WB
853
Webster Bank
Connecticut
$7K – – –
NFSG
854
Newbridge Financial Services Group
Florida
$7K +$3.08K +13 +72%
JWA
855
JFS Wealth Advisors
Pennsylvania
$7K +$3.55K +15 +100%
AFG
856
Albion Financial Group
Utah
$6K -$5.92K -25 -50%
KC
857
Kenfarb & Co
Kentucky
$6K – – –
AF
858
Advisornet Financial
Minnesota
$6K +$1.18K +5 +25%
AssetMark Inc
859
AssetMark Inc
California
$5K -$18.2K -77 -79%
HI
860
Hudock Inc
Pennsylvania
$5K -$947 -4 -14%
BBPWM
861
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
FRA
862
Front Row Advisors
California
$5K – – –
HWA
863
HHM Wealth Advisors
Tennessee
$5K – – –
ZIG
864
Zullo Investment Group
Pennsylvania
$5K – – –
BWA
865
BDO Wealth Advisors
Florida
$4K – – –
CI
866
Cordant Inc
Oregon
$4K +$4.5K +19 New
GKIM
867
GW&K Investment Management
Massachusetts
$4K +$4.5K +19 New
RWM
868
Raffa Wealth Management
District of Columbia
$3.93K – – –
TFO
869
Tarbox Family Office
California
$3K -$422K -1,783 -99%
SC
870
Schubert & Co
Texas
$3K -$474 -2 -15%
Acadian Asset Management
871
Acadian Asset Management
Massachusetts
$3K – – –
S
872
Surevest
California
$3K – – –
TFM
873
TFC Financial Management
Massachusetts
$3K – – –
BHWM
874
Bay Harbor Wealth Management
Maryland
$3K +$474 +2 +22%
DI
875
Disciplined Investments
Oklahoma
$3K +$3.08K +13 New