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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
601
Moisand Fitzgerald Tamayo
Florida
$263 – – –
NWS
602
Nvest Wealth Strategies
Ohio
$263 – – –
CFB
603
Cullen/Frost Bankers
Texas
$262 – – –
FDW
604
Fourth Dimension Wealth
Ohio
$262 – – –
HC
605
Hurley Capital
New York
$262 – – –
NECFA
606
New England Capital Financial Advisors
Connecticut
$237 – – –
QWM
607
Quaker Wealth Management
New Jersey
$237 +$53 +3 +20%
JFA
608
JNBA Financial Advisors
Minnesota
$224 – – –
AG
609
AmeriFlex Group
Nevada
$223 – – –
JWA
610
JFS Wealth Advisors
Pennsylvania
$210 -$3.33K -189 -92%
BBPWM
611
Blue Bell Private Wealth Management
Pennsylvania
$210 -$1.23K -70 -81%
RIAS
612
Rachor Investment Advisory Services
Michigan
$210 – – –
DPW
613
DiNuzzo Private Wealth
Pennsylvania
$197 -$282 -16 -52%
LC
614
Lavaca Capital
Texas
$197 – – –
PGAM
615
Princeton Global Asset Management
New Jersey
$171 -$2.46K -140 -92%
RJA
616
Ross\Johnson & Associates
Minnesota
$171 – – –
T
617
Tidemark
California
$171 +$194 +11 +550%
FFL
618
Financial Freedom LLC
Ohio
$157 – – –
KCM
619
Key Capital Management
Tennessee
$157 +$211 +12 New
LHEI
620
Leo H. Evart Inc
California
$157 +$211 +12 New
CA
621
Crewe Advisors
Utah
$145 – – –
MWM
622
Mascoma Wealth Management
New Hampshire
$144 – – –
LWMI
623
Legacy Wealth Management (Idaho)
Idaho
$132 – – –
MASM
624
MH & Associates Securities Management
California
$132 – – –
MAFA
625
MJT & Associates Financial Advisory
Minnesota
$132 – – –