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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
876
Paragon Wealth Strategies
Florida
$12K +$11.2K +34 New
CFFP
877
Center for Financial Planning
Michigan
$11K – – –
IFAM
878
Institutional & Family Asset Management
Colorado
$10K -$1.32K -4 -13%
BEI
879
Benjamin Edwards Inc
Missouri
$9K – – –
TIM
880
Tortoise Investment Management
New York
$9K – – –
BAM
881
Baldrige Asset Management
Pennsylvania
$9K +$8.23K +25 New
MCM
882
MV Capital Management
Maryland
$9K +$8.23K +25 New
HWMA
883
Heritage Wealth Management (Arizona)
Arizona
$8K – – –
SIS
884
Sound Income Strategies
Florida
$8K +$659 +2 +10%
GAM
885
Gemmer Asset Management
California
$8K +$6.92K +21 New
PP
886
Pacifica Partners
Canada
$7K – – –
PWMG
887
Prestige Wealth Management Group
New Jersey
$7K +$988 +3 +18%
FMP
888
Financial Management Professionals
Texas
$7K +$5.93K +18 New
GI
889
Gradient Investments
Minnesota
$7K +$6.59K +20 New
PWM
890
Prentice Wealth Management
New York
$6K – – –
Jones Financial Companies
891
Jones Financial Companies
Missouri
$6K +$2.31K +7 +70%
RWM
892
Raffa Wealth Management
District of Columbia
$5.47K – – –
HIIFS
893
Harel Insurance Investments & Financial Services
Israel
$5K -$385K -1,168 -99%
AssetMark Inc
894
AssetMark Inc
California
$5K – – –
GWSG
895
GPS Wealth Strategies Group
Colorado
$5K +$4.61K +14 New
ADL
896
Asset Dedication LLC
California
$5K +$4.94K +15 New
BFA
897
Brendel Financial Advisors
New Hampshire
$5K +$4.94K +15 New
CWA
898
Carolina Wealth Advisors
South Carolina
$4K – – –
CFD
899
Creative Financial Designs
Indiana
$4K – – –
IF
900
Ironwood Financial
Arizona
$4K – – –