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Name Holding Trade Value Shares
Change
Change in
Stake
KIG
1251
Kowal Investment Group
Wisconsin
– -$44K -719 Closed
AL
1252
ADE LLC
Maryland
– -$43K -700 Closed
RE
1253
RBC Europe
United Kingdom
– -$29.3K -475 Closed
CPC
1254
Consolidated Planning Corp
Georgia
– -$27K -436 Closed
SFP
1255
Sterling Financial Planning
New Jersey
– -$25K -410 Closed
TCWA
1256
Ten Capital Wealth Advisors
Washington
– -$19K -313 Closed
UFF
1257
USA Financial Formulas
Michigan
– -$19.3K -307 -98%
FCM
1258
Firestone Capital Management
Florida
– -$14K -237 Closed
RIM
1259
Rockbridge Investment Management
New York
– -$14K -231 Closed
APWA
1260
Atlas Private Wealth Advisors
New Jersey
– -$14K -227 Closed
RA
1261
Resolute Advisors
California
– -$14K -220 Closed
UAML
1262
US Asset Management LLC
Pennsylvania
– -$13K -210 Closed
HIM
1263
Hillsdale Investment Management
Ontario, Canada
– -$12K -200 Closed
BMD
1264
Better Money Decisions
New Mexico
– -$11K -176 Closed
IF
1265
Ironwood Financial
Arizona
– -$7K -110 Closed
JPLA
1266
Joseph P. Lucia & Associates
New York
– -$5K -75 Closed
MAM
1267
Marquette Asset Management
Minnesota
– -$5K -74 Closed
BHWM
1268
Bay Harbor Wealth Management
Maryland
– -$4K -60 Closed
EWA
1269
Evolution Wealth Advisors
Florida
– -$3K -48 Closed
CAC
1270
Certified Advisory Corp
Florida
– -$3K -46 Closed
PWA
1271
Phoenix Wealth Advisors
North Carolina
– -$2K -34 Closed
DOA
1272
D'Orazio & Associates
Virginia
– -$2K -28 Closed
GKWIM
1273
Gerber Kawasaki Wealth & Investment Management
California
– -$2K -2 Closed
LPP
1274
Life Planning Partners
Florida
– +$628 +10 New
FFG
1275
Ford Financial Group
California
– +$816 +13 New