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Name Holding Trade Value Shares
Change
Change in
Stake
SEP
901
Signature Equity Partners
Ohio
$1.37K +$1.28K +6 New
TBFA
902
Three Bearings Fiduciary Advisors
New Hampshire
$1.19K +$1.07K +5 New
GWM
903
Geneos Wealth Management
Colorado
$1.14K
IPS
904
Investors Portfolio Services
Washington
$1.13K +$1.07K +5 New
EFMH
905
E Fund Management (HK)
Hong Kong
$973
QWM
906
Quaker Wealth Management
New Jersey
$913
UFF
907
USA Financial Formulas
Michigan
$912 -$752K -3,523 -100%
HFS
908
Hughes Financial Services
Virginia
$912
OC
909
Optima Capital
Oregon
$912 +$853 +4 New
RCM
910
Raleigh Capital Management
North Carolina
$708 +$640 +3 New
DF
911
DecisionPoint Financial
Arizona
$685
SA
912
Seneschal Advisors
Washington
$685
ACA
913
American Capital Advisory
Idaho
$685 +$213 +1 +50%
GFA
914
Godfrey Financial Associates
New York
$684 +$640 +3 New
SHIM
915
Stone House Investment Management
Pennsylvania
$684 +$640 +3 New
DF
916
Dunhill Financial
United Kingdom
$520
MCM
917
Manchester Capital Management
Vermont
$457
Kayne Anderson Rudnick Investment Management
918
Kayne Anderson Rudnick Investment Management
California
$456
TPBG
919
Turning Point Benefit Group
Maryland
$456
WA
920
WestEnd Advisors
North Carolina
$456
BWL
921
Bogart Wealth LLC
Virginia
$456 +$427 +2 New
CFM
922
Cornerstone Financial Management
Massachusetts
$456 +$427 +2 New
UFPG
923
United Financial Planning Group
New York
$456 +$427 +2 New
LIA
924
Luken Investment Analytics
Tennessee
$228 +$213 +1 New
MI
925
Motiv8 Investments
Florida
$21 +$19.8K +93 New