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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
601
Rockefeller Capital Management
New York
$2K
SIS
602
Sound Income Strategies
Florida
$2K
TFO
603
Tarbox Family Office
California
$2K
WF
604
WealthTrust Fairport
Ohio
$2K
WAS
605
Winch Advisory Services
Wisconsin
$2K +$33 +1 +2%
PWM
606
PRW Wealth Management
Massachusetts
$2K +$2.17K +66 New
SWA
607
Sutton Wealth Advisors
Florida
$1.16K
RWM
608
Raffa Wealth Management
District of Columbia
$1.1K
VFA
609
Valeo Financial Advisors
Indiana
$1K -$724 -22 -42%
Fidelity International
610
Fidelity International
Bermuda
$1K -$198 -6 -24%
AC
611
Avestar Capital
New York
$1K
CAC
612
Certified Advisory Corp
Florida
$1K
GWS
613
Glassman Wealth Services
Virginia
$1K
GI
614
Gradient Investments
Minnesota
$1K
PG
615
Proffitt & Goodson
Tennessee
$1K
QAM
616
QCI Asset Management
New York
$1K
TCM
617
Tradewinds Capital Management
Washington
$1K
JCM
618
Jacobi Capital Management
Pennsylvania
$1K +$33 +1 +3%
NR
619
Newfound Research
Massachusetts
$1K +$230 +7 +44%
EI
620
Ellevest Inc
New York
$1K +$724 +22 New
PCP
621
Proficio Capital Partners
Massachusetts
$1K +$856 +26 +236%
APW
622
Acima Private Wealth
Virginia
$1K +$988 +30 New
WA
623
WealthTrust-Arizona
Arizona
$1K +$988 +30 New
BWM
624
BerganKDV Wealth Management
Minnesota
$1K +$1.05K +32 New
American Century Companies
625
American Century Companies
Missouri
-$44.5M -1,281,310 Closed