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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
751
Trifecta Capital Advisors
Illinois
$3.85K – – –
DI
752
Disciplined Investments
Oklahoma
$3.85K -$326 -1 -8%
GFPC
753
Global Financial Private Client
Florida
$3.82K – – –
PWMG
754
Prestige Wealth Management Group
New Jersey
$3.5K – – –
RWM
755
Raffa Wealth Management
District of Columbia
$3.5K – – –
SWA
756
SOA Wealth Advisors
New York
$3.5K – – –
IFAM
757
Institutional & Family Asset Management
Colorado
$3.5K +$3.26K +10 New
GI
758
Gradient Investments
Minnesota
$3.15K +$2.93K +9 New
BWL
759
Bogart Wealth LLC
Virginia
$2.8K – – –
WP
760
WealthPLAN Partners
Nebraska
$2.1K – – –
IPW
761
Impact Partnership Wealth
Georgia
$2.1K +$1.95K +6 New
SC
762
Solstein Capital
California
$2.1K +$1.95K +6 New
PVH
763
Psagot Value Holdings
Israel
$2K +$1.95K +6 New
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 – – –
RG
773
Retirement Group
California
$701 – – –
TWD
774
True Wealth Design
Ohio
$701 – – –
MCM
775
Manchester Capital Management
Vermont
$701 +$651 +2 New