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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1101
Sound Income Strategies
Florida
$2.29K
VL
1102
Vima LLC
Michigan
$2.29K +$2.22K +50 New
TFM
1103
TFC Financial Management
Massachusetts
$2.16K -$355 -8 -15%
PVH
1104
Psagot Value Holdings
Israel
$2K
LIWM
1105
Long Island Wealth Management
New York
$2K +$1.82K +41 New
HIA
1106
Harbor Investment Advisory
Maryland
$1.97K
DF
1107
Dunhill Financial
United Kingdom
$1.93K +$1.86K +42 New
M
1108
MOTCO
Texas
$1.92K
CPG
1109
Cornerstone Planning Group
New Jersey
$1.69K
WPA
1110
West Paces Advisors
Georgia
$1.69K +$1.64K +37 New
KFS
1111
Kelly Financial Services
Massachusetts
$1.6K
ATC
1112
Adirondack Trust Company
New York
$1.59K
BWM
1113
Baystate Wealth Management
Massachusetts
$1.5K +$444 +10 +45%
FRA
1114
Frank Rimerman Advisors
California
$1.42K +$1.38K +31 New
JGIA
1115
Jackson Grant Investment Advisers
Connecticut
$1.23K
HWP
1116
Highline Wealth Partners
California
$1.05K
PMFA
1117
Plante Moran Financial Advisors
Michigan
$1.01K
CIR
1118
Clear Investment Research
Georgia
$967
DWA
1119
Delos Wealth Advisors
Texas
$778
SFA
1120
Semmax Financial Advisors
North Carolina
$619 +$44 +1 +8%
FGAM
1121
Financial Gravity Asset Management
Texas
$588 +$222 +5 +100%
NC
1122
NewSquare Capital
Pennsylvania
$549 -$533 -12 -50%
WA
1123
WestEnd Advisors
North Carolina
$457
EWM
1124
Evermay Wealth Management
Virginia
$366 +$355 +8 New
TWP
1125
TFO Wealth Partners
Ohio
$274 -$888 -20 -77%