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Name Holding Trade Value Shares
Change
Change in
Stake
FC
501
Ferris Capital
Massachusetts
$2K
FGC
502
Financial Gravity Companies
Texas
$2K +$1.68K +84 New
FRA
503
Front Row Advisors
California
$2K +$2.3K +115 New
FTI
504
Fiduciary Trust International
Massachusetts
$2K +$2.44K +122 New
AC
505
Avestar Capital
New York
$2K +$3.28K +164 New
SWA
506
Sutton Wealth Advisors
Florida
$1.36K
JFA
507
JNBA Financial Advisors
Minnesota
$1K -$2.96M -147,782 -100%
1832 Asset Management
508
1832 Asset Management
Ontario, Canada
$1K -$2.46M -123,156 -100%
WF
509
WealthTrust Fairport
Ohio
$1K -$16K -800 -95%
BWM
510
Baystate Wealth Management
Massachusetts
$1K -$3.5K -175 -85%
TCOV
511
Trust Company of Vermont
Vermont
$1K -$1.76K -88 -50%
CAC
512
Certified Advisory Corp
Florida
$1K -$1.5K -75 -63%
AWM
513
Avior Wealth Management
Nebraska
$1K
DAM
514
Delta Asset Management
Tennessee
$1K
GTAM
515
Global Trust Asset Management
Florida
$1K
IDBONY
516
Israel Discount Bank of New York
New York
$1K
PFSC
517
Peoples Financial Services Corp
Pennsylvania
$1K
RWA
518
River Wealth Advisors
Pennsylvania
$1K
VCM
519
Versant Capital Management
Arizona
$1K
PWMG
520
Prestige Wealth Management Group
New Jersey
$1K +$640 +32 New
TI
521
Truehand Inc
New Hampshire
$1K +$680 +34 New
ME
522
McIlrath & Eck
Washington
$1K +$780 +39 New
LFA
523
Legacy Financial Advisors
Kentucky
$1K +$961 +48 New
DWM
524
Destination Wealth Management
California
$1K +$1K +50 New
CFA
525
Clarfeld Financial Advisors
New York
$1K +$1.08K +54 New