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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
701
Tortoise Investment Management
New York
$2K
VRM
702
Vectors Research Management
New York
$2K
RWG
703
Regal Wealth Group
California
$2K +$76 +4 +4%
HR
704
Howe & Rusling
New York
$2K +$783 +41 +55%
AWMF
705
Arbor Wealth Management (Florida)
Florida
$2K +$1.99K +104 New
PB
706
Pinnacle Bancorp
Nebraska
$2K +$2.16K +113 New
FNBOSM
707
First National Bank of South Miami
Florida
$2K +$2.4K +126 New
PWM
708
PRW Wealth Management
Massachusetts
$2K +$2.56K +134 New
APC
709
Aspire Private Capital
North Carolina
$2K +$2.75K +144 New
EIM
710
Essex Investment Management
Massachusetts
$2K +$2.92K +153 New
AIA
711
Alera Investment Advisors
Illinois
$2K +$3K +157 New
RWM
712
Raffa Wealth Management
District of Columbia
$1.74K
GWS
713
Glassman Wealth Services
Virginia
$1K -$1.35K -71 -63%
PMFA
714
Plante Moran Financial Advisors
Michigan
$1K -$592 -31 -29%
ADL
715
Asset Dedication LLC
California
$1K
APSP
716
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K
FMP
717
Financial Management Professionals
Texas
$1K
FCB
718
First Command Bank
Texas
$1K
FCFS
719
First Command Financial Services
Texas
$1K
LWM
720
Lenox Wealth Management
Ohio
$1K
MI
721
Markston International
New York
$1K
MCM
722
MV Capital Management
Maryland
$1K
RAM
723
Riggs Asset Management
Pennsylvania
$1K
RWA
724
River Wealth Advisors
Pennsylvania
$1K
THWM
725
Taylor Hoffman Wealth Management
Virginia
$1K