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Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
701
Polaris Wealth Advisory Group
California
$10K +$10.4K +500 New
OAJ
702
Ogorek Anthony Joseph
New York
$10K +$11.4K +550 New
HT
703
Heritage Trust
Oklahoma
$9K – – –
FMII
704
Farmers & Merchants Investments Inc
Nebraska
$9K +$644 +31 +7%
PCP
705
Proficio Capital Partners
Massachusetts
$9K +$706 +34 +8%
CIA
706
CSat Investment Advisory
Michigan
$9K +$1.12K +54 +14%
APP
707
Avantax Planning Partners
Iowa
$9K +$9.35K +450 New
MWM
708
MinichMacGregor Wealth Management
New York
$8K – – –
TFA
709
Transamerica Financial Advisors
Florida
$8K +$7.93K +382 +3,820%
CCM
710
Covington Capital Management
California
$7K – – –
GWS
711
Glassman Wealth Services
Virginia
$7K – – –
TL
712
TrueWealth LLC
Georgia
$7K – – –
CFD
713
Creative Financial Designs
Indiana
$7K +$208 +10 +3%
AP
714
Atwood & Palmer
Missouri
$6K – – –
TWA
715
TCI Wealth Advisors
Arizona
$6K +$249 +12 +4%
TAIM
716
TD Ameritrade Investment Management
Nebraska
$6K +$4.05K +195 +199%
NIM
717
NuWave Investment Management
New Jersey
$6K +$5.17K +249 +711%
RA
718
Rational Advisors
New York
$6K +$5.17K +249 +711%
TRCT
719
Tower Research Capital (TRC)
New York
$5K -$49.1K -2,363 -91%
OFW
720
Omnia Family Wealth
Florida
$5K -$5.09K -245 -51%
ACS
721
Archford Capital Strategies
Illinois
$5K – – –
FEG
722
Financial Enhancement Group
Indiana
$5K – – –
JCM
723
Jacobi Capital Management
Pennsylvania
$5K – – –
TFO
724
Tarbox Family Office
California
$5K – – –
CAG
725
Csenge Advisory Group
Florida
$5K +$6.81K +328 New