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Name Holding Trade Value Shares
Change
Change in
Stake
DI
751
Disciplined Investments
Oklahoma
$3.85K -$326 -1 -8%
GFPC
752
Global Financial Private Client
Florida
$3.82K
PWMG
753
Prestige Wealth Management Group
New Jersey
$3.5K
RWM
754
Raffa Wealth Management
District of Columbia
$3.5K
SWA
755
SOA Wealth Advisors
New York
$3.5K
IFAM
756
Institutional & Family Asset Management
Colorado
$3.5K +$3.26K +10 New
GI
757
Gradient Investments
Minnesota
$3.15K +$2.93K +9 New
BWL
758
Bogart Wealth LLC
Virginia
$2.8K
WP
759
WealthPLAN Partners
Nebraska
$2.1K
IPW
760
Impact Partnership Wealth
Georgia
$2.1K +$1.95K +6 New
SC
761
Solstein Capital
California
$2.1K +$1.95K +6 New
PVH
762
Psagot Value Holdings
Israel
$2K +$1.95K +6 New
CCP
763
Cunning Capital Partners
North Carolina
$1.73K
WPA
764
West Paces Advisors
Georgia
$1.4K -$977 -3 -43%
BAM
765
Bellevue Asset Management
Washington
$1.4K
LFG
766
Larson Financial Group
Missouri
$1.05K
NSIM
767
North Star Investment Management
Illinois
$1.05K
WWM
768
Wolff Wiese Magana
California
$1.05K
HIA
769
Harbor Investment Advisory
Maryland
$1.05K +$977 +3 New
M
770
MOTCO
Texas
$1.05K +$977 +3 New
RI
771
Ridgewood Investments
New Jersey
$1.01K
CA
772
Centerpoint Advisors
Massachusetts
$1K
FGAM
773
Financial Gravity Asset Management
Texas
$793 +$7.82K +24 +7%
RG
774
Retirement Group
California
$701
TWD
775
True Wealth Design
Ohio
$701