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Name Holding Trade Value Shares
Change
Change in
Stake
DRP
501
Decker Retirement Planning
Utah
$226 +$210 +15 New
EP
502
Essential Partners
California
$219 -$575K -41,140 -100%
AWM
503
Activest Wealth Management
Florida
$219 +$210 +15 New
KFI
504
Key Financial Inc
Pennsylvania
$190
BHWM
505
Bay Harbor Wealth Management
Maryland
$190 +$182 +13 New
CCWM
506
Cassaday & Co Wealth Management
Virginia
$176 -$699 -50 -81%
BHWM
507
Beaird Harris Wealth Management
Texas
$176
CA
508
Clearstead Advisors
Ohio
$176 +$168 +12 New
HHGA
509
Halbert Hargrove Global Advisors
California
$160 +$154 +11 New
CFD
510
Creative Financial Designs
Indiana
$146
LI
511
LRI Investments
Florida
$88 +$84 +6 New
WETS
512
Wealth Enhancement Trust Services
South Dakota
$73 +$70 +5 New
DF
513
DecisionPoint Financial
Arizona
$60 +$56 +4 New
DPW
514
DiNuzzo Private Wealth
Pennsylvania
$59 +$56 +4 New
HC
515
Hurley Capital
New York
$44
TFA
516
Transamerica Financial Advisors
Florida
$43 +$14 +1 +50%
DFA
517
DHJJ Financial Advisors
Illinois
$30
MCA
518
Maryland Capital Advisors
Maryland
$30 +$28 +2 New
VNA
519
Valley National Advisers
Pennsylvania
$30 +$28 +2 New
PS
520
Planning Strategies
Pennsylvania
$29 +$28 +2 New
DWM
521
Darwin Wealth Management
Florida
$9
AL
522
Appaloosa LP
New Jersey
-$35.9M -2,700,000 Closed
AFP
523
Ausdal Financial Partners
Iowa
-$6.68M -502,115 Closed
MCM
524
Masters Capital Management
Georgia
-$6.65M -500,000 Closed
IC
525
IEQ Capital
California
-$6.5M -488,749 Closed