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