Name Holding Trade Value Shares
Change
Change in
Stake
RFP
501
Root Financial Partners
California
$1.26K -$4.12K -234 -71%
EI
502
EFG International
$1.21K – – –
FCAS
503
First Command Advisory Services
Texas
$1.21K – – –
PS
504
Pinney & Scofield
Massachusetts
$1.21K – – –
MCA
505
McGuire Capital Advisors
Oklahoma
$1.19K -$1.07K -61 -40%
MWA
506
Medallion Wealth Advisors
Connecticut
$1.19K -$546 -31 -25%
CTWM
507
Cherry Tree Wealth Management
Minnesota
$1.19K – – –
CWM
508
Consultiva Wealth Management
Puerto Rico
$1.18K – – –
PWMG
509
Prestige Wealth Management Group
New Jersey
$1.18K +$106 +6 +7%
ZC
510
Zeit Capital
Colorado
$1.18K +$1.58K +90 New
BSB
511
Bangor Savings Bank
Maine
$1.16K – – –
TLA
512
Tanglewood Legacy Advisors
Texas
$1.1K – – –
NEWAS
513
N.E.W. Advisory Services
Wisconsin
$1.09K +$704 +40 +93%
CMA
514
Cedar Mountain Advisors
Oregon
$1.06K – – –
AF
515
Abound Financial
California
$1.05K – – –
FGAM
516
Financial Gravity Asset Management
Texas
$1.05K +$352 +20 +33%
BCPWM
517
Bradley & Co Private Wealth Management
Florida
$1.02K – – –
BFPW
518
BOK Financial Private Wealth
Colorado
$1.01K -$880 -50 -39%
FMP
519
Financial Management Professionals
Texas
$1.01K – – –
GKIM
520
GW&K Investment Management
Massachusetts
$1K -$9.12M -517,917 -100%
CI
521
CX Institutional
Indiana
$1K -$176 -10 -9%
CA
522
Centerpoint Advisors
Massachusetts
$1K – – –
PJC
523
Phillip James Consulting
Minnesota
$1K – – –
RBC
524
Roble Belko & Company
Pennsylvania
$1K – – –
SWA
525
Strategic Wealth Advisors
Arizona
$1K – – –