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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
776
BerganKDV Wealth Management
Minnesota
$1.86K -$9.31K -20 -83%
DI
777
Disciplined Investments
Oklahoma
$1.86K -$465 -1 -20%
PWMG
778
Prestige Wealth Management Group
New Jersey
$1.86K – – –
CPG
779
Cornerstone Planning Group
New Jersey
$1.49K +$1.4K +3 New
ACM
780
AUA Capital Management
Pennsylvania
$1.4K – – –
HWP
781
Highline Wealth Partners
California
$1.4K – – –
HWM
782
HighMark Wealth Management
Minnesota
$1.4K – – –
MA
783
MCF Advisors
Kentucky
$1.4K – – –
DF
784
DecisionPoint Financial
Arizona
$1.4K +$1.4K +3 New
FWA
785
Freedom Wealth Alliance
Wisconsin
$1.4K +$1.4K +3 New
AWM
786
Avior Wealth Management
Nebraska
$1.4K – – –
BSB
787
Bangor Savings Bank
Maine
$1K – – –
BFEC
788
Benjamin F. Edwards & Company
Missouri
$1K – – –
TSW
789
Thompson Siegel & Walmsley
Virginia
$1K – – –
TFA
790
Transamerica Financial Advisors
Florida
$1K – – –
ONST
791
Old North State Trust
North Carolina
$1K +$1.4K +3 New
AIC
792
Archer Investment Corporation
Indiana
$930 – – –
GFPC
793
Global Financial Private Client
Florida
$930 – – –
GI
794
Gradient Investments
Minnesota
$930 – – –
AA
795
Addison Advisors
Vermont
$930 +$931 +2 New
WWM
796
Wolff Wiese Magana
California
$465 -$465 -1 -50%
DWA
797
Delos Wealth Advisors
Texas
$465 – – –
CTA
798
Colonial Trust Advisors
South Carolina
$465 +$465 +1 New
NSIM
799
North Star Investment Management
Illinois
$465 +$465 +1 New
JAM
800
Jupiter Asset Management
United Kingdom
– -$7.17M -17,000 Closed