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Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
676
New England Capital Financial Advisors
Connecticut
$756 – – –
FFL
677
Financial Freedom LLC
Ohio
$714 -$5.21K -144 -89%
JFA
678
JNBA Financial Advisors
Minnesota
$714 – – –
CFO
679
CVA Family Office
Colorado
$713 +$108 +3 +21%
PCFFS
680
Pacific Center for Financial Services
California
$672 – – –
CPG
681
Cornerstone Planning Group
New Jersey
$666 +$759 +21 +1,050%
CTA
682
Colonial Trust Advisors
South Carolina
$629 -$17.1K -472 -97%
BGAI
683
Bruce G. Allen Investments
Colorado
$629 – – –
HIA
684
HFM Investment Advisors
New Jersey
$587 +$217 +6 +75%
FC
685
Family CFO
California
$587 +$506 +14 New
RJA
686
Ross\Johnson & Associates
Minnesota
$545 -$542 -15 -54%
SHIM
687
Stone House Investment Management
Pennsylvania
$504 +$253 +7 +140%
QWM
688
Quaker Wealth Management
New Jersey
$504 +$434 +12 New
NCM
689
Northwest Capital Management
Oregon
$462 – – –
BHWM
690
Bay Harbor Wealth Management
Maryland
$461 +$108 +3 +38%
MSG
691
Main Street Group
Virginia
$420 -$1.08K -30 -75%
GWSA
692
Global Wealth Strategies & Associates
Colorado
$420 – – –
MAFA
693
MJT & Associates Financial Advisory
Minnesota
$420 – – –
NC
694
North Capital
Utah
$420 – – –
RAM
695
Riggs Asset Management
Pennsylvania
$420 – – –
WFA
696
Wells Financial Advisors
Massachusetts
$420 – – –
LIS
697
Legacy Investment Solutions
Idaho
$420 +$362 +10 New
LWMI
698
Legacy Wealth Management (Idaho)
Idaho
$420 +$362 +10 New
CB
699
Community Bank
New York
$419 – – –
CB
700
Centennial Bank
Arkansas
$378 – – –