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Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
701
Newbridge Financial Services Group
Florida
$14K – – –
TCWM
702
Total Clarity Wealth Management
Illinois
$14K +$13.3K +659 New
ATC
703
Adirondack Trust Company
New York
$13K – – –
FCM
704
Firestone Capital Management
Florida
$13K – – –
MRCM
705
M&R Capital Management
New Jersey
$13K – – –
BWM
706
Baystate Wealth Management
Massachusetts
$13K +$101 +5 +0.8%
PI
707
PEAK6 Investments
Illinois
$11K -$696K -34,408 -99%
CWA
708
Clearview Wealth Advisors
Oregon
$11K -$68.2K -3,372 -87%
AFG
709
Albion Financial Group
Utah
$11K – – –
FMII
710
Farmers & Merchants Investments Inc
Nebraska
$11K +$606 +30 +6%
AA
711
AlphaMark Advisors
Kentucky
$11K +$7.08K +350 +233%
RAM
712
Riggs Asset Management
Pennsylvania
$10K – – –
LF
713
Lee Financial
Texas
$9K – – –
WPA
714
West Paces Advisors
Georgia
$8.86K – – –
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K -$10.3K -508 -59%
APC
716
Aspire Private Capital
North Carolina
$8K -$384 -19 -5%
EW
717
Evoke Wealth
California
$8K – – –
WQ
718
Wealth Quarterback
New Jersey
$8K +$81 +4 +1%
VCM
719
Vigilant Capital Management
Maine
$8K +$7.01K +347 New
CMA
720
Cedar Mountain Advisors
Oregon
$8K +$7.62K +377 New
BA
721
Bellwether Advisors
Nebraska
$7K – – –
RA
722
Resolute Advisors
California
$7K – – –
BIA
723
Bell Investment Advisors
California
$7K +$6.61K +327 New
Capstone Investment Advisors
724
Capstone Investment Advisors
New York
$6K -$705K -34,890 -99%
HWM
725
HighMark Wealth Management
Minnesota
$6K -$586 -29 -9%