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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
801
TrustCore Financial Services
Tennessee
$10K – – –
AA
802
Ancora Advisors
Ohio
$10K +$8.39K +360 +900%
AIM
803
Anchor Investment Management
South Carolina
$9.32K -$5.59K -240 -40%
OIA
804
Optimum Investment Advisors
Illinois
$9K – – –
MA
805
MUFG Americas
New York
$9K +$1.4K +60 +22%
VFA
806
Valeo Financial Advisors
Indiana
$8K – – –
WB
807
Webster Bank
Connecticut
$8K – – –
DWM
808
Defined Wealth Management
Oregon
$7K +$6.29K +270 New
AS
809
Altshuler Shaham
Israel
$7K +$6.53K +280 New
SWA
810
Sutton Wealth Advisors
Florida
$6.47K +$699 +30 +14%
FWM
811
Focused Wealth Management
New York
$6K – – –
CA
812
Crewe Advisors
Utah
$5K -$233 -10 -5%
EWA
813
Evolution Wealth Advisors
Florida
$5K – – –
TPWA
814
TRUE Private Wealth Advisors
Oregon
$5K – – –
WLPWM
815
Walled Lake Planning & Wealth Management
Illinois
$5K – – –
PWMG
816
Prestige Wealth Management Group
New Jersey
$5K +$3.26K +140 +233%
FGAM
817
Financial Gravity Asset Management
Texas
$5K +$4.66K +200 New
NC
818
NewSquare Capital
Pennsylvania
$5K +$4.66K +200 New
RWM
819
Raffa Wealth Management
District of Columbia
$4.66K – – –
ACM
820
AUA Capital Management
Pennsylvania
$4K – – –
BFC
821
Bedel Financial Consulting
Indiana
$4K – – –
HI
822
Hudock Inc
Pennsylvania
$4K – – –
MLFP
823
MPS Loria Financial Planners
Illinois
$4K +$3.26K +140 New
FP
824
Financial Perspectives
Minnesota
$3.44K – – –
BCWM
825
Bartlett & Co Wealth Management
Ohio
$3.37K +$3.03K +130 New