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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
626
Sutton Wealth Advisors
Florida
$3.42K +$1.68K +67 +88%
AP
627
Atwood & Palmer
Missouri
$3K
TIM
628
Tortoise Investment Management
New York
$3K
RIA
629
RPG Investment Advisory
California
$3K +$3.14K +125 New
MLFP
630
MPS Loria Financial Planners
Illinois
$3K +$3.67K +146 New
PCP
631
Proficio Capital Partners
Massachusetts
$2K -$16.6K -660 -90%
BWM
632
Baystate Wealth Management
Massachusetts
$2K -$2.36K -94 -55%
ARMC
633
American Research & Management Company
Massachusetts
$2K
Barrow, Hanley, Mewhinney & Strauss
634
Barrow, Hanley, Mewhinney & Strauss
Texas
$2K
CPA
635
Clear Perspective Advisors
Illinois
$2K
FCB
636
First Command Bank
Texas
$2K
FCFS
637
First Command Financial Services
Texas
$2K
HFM
638
Hartford Financial Management
Connecticut
$2K
BRC
639
Bell Rock Capital
Delaware
$2K +$25 +1 +1%
MA
640
MCF Advisors
Kentucky
$2K +$50 +2 +2%
NR
641
Newfound Research
Massachusetts
$2K +$50 +2 +3%
PFPT
642
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K +$2.74K +109 New
GRP
643
Global Retirement Partners
California
$1K
LA
644
Legacy Advisors
Pennsylvania
$1K
MCM
645
MV Capital Management
Maryland
$1K
PS
646
Portfolio Solutions
Michigan
$1K
TCM
647
TD Capital Management
Tennessee
$1K
DBT
648
Dubuque Bank & Trust
Iowa
$1K +$578 +23 +61%
LWM
649
Lenox Wealth Management
Ohio
$1K +$829 +33 New
RWM
650
Raffa Wealth Management
District of Columbia
$812