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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
PW
851
Price Wealth
Texas
$12K – – –
LAS
852
Lloyd Advisory Services
Georgia
$12K +$12.3K +43 New
SWA
853
Sutton Wealth Advisors
Florida
$11.3K – – –
Global Retirement Partners
854
Global Retirement Partners
California
$11K – – –
Exchange Traded Concepts
855
Exchange Traded Concepts
Oklahoma
$9K -$627K -2,195 -99%
FMP
856
Financial Management Professionals
Texas
$9K – – –
HI
857
Hudock Inc
Pennsylvania
$9K – – –
BDS
858
Banco de Sabadell
Florida
$9K +$9.13K +32 New
SGAM
859
Smith Group Asset Management
Texas
$8K +$571 +2 +8%
PFWA
860
Paces Ferry Wealth Advisors
Georgia
$8K +$7.42K +26 New
LB
861
Legacy Bridge
Iowa
$7K – – –
VCM
862
Versant Capital Management
Arizona
$7K – – –
RWM
863
Raffa Wealth Management
District of Columbia
$6.96K +$1.43K +5 +26%
Larson Financial Group
864
Larson Financial Group
Missouri
$6K +$3.42K +12 +120%
CYG
865
Clean Yield Group
Vermont
$6K +$5.71K +20 New
CA
866
Crewe Advisors
Utah
$6K +$5.99K +21 New
TFGT
867
TS Financial Group (TSFG)
Illinois
$5K -$3.42K -12 -40%
IRC
868
Investors Research Corp
Georgia
$5K – – –
TFO
869
Tarbox Family Office
California
$5K – – –
NIC
870
Northwest Investment Counselors
Oregon
$5K +$4.57K +16 New
PWMG
871
Prestige Wealth Management Group
New Jersey
$4K – – –
TJHA
872
Thomas J. Herzfeld Advisors
Florida
$4K – – –
BWA
873
BDO Wealth Advisors
Florida
$3K -$3.14K -11 -55%
M
874
MOTCO
Texas
$3K – – –
PO
875
Private Ocean
California
$3K +$2.57K +9 New