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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
901
Cornerstone Planning Group
New Jersey
$1.87K +$562 +1 +33%
CTC
902
Central Trust Company
Missouri
$1.68K +$1.69K +3 New
AP
903
Aspect Partners
Virginia
$1.68K – – –
BAM
904
Bellevue Asset Management
Washington
$1.68K – – –
FG
905
Fairman Group
Pennsylvania
$1.68K – – –
HWP
906
Highline Wealth Partners
California
$1.68K – – –
HWM
907
HighMark Wealth Management
Minnesota
$1.68K – – –
HNB
908
Hilltop National Bank
Wyoming
$1.68K +$1.69K +3 New
S
909
Sachetta
Massachusetts
$1.13K – – –
CAC
910
Core Alternative Capital
Georgia
$1.12K -$11.2K -20 -91%
AIC
911
Archer Investment Corporation
Indiana
$1.12K – – –
SIS
912
Sound Income Strategies
Florida
$1.12K – – –
TFM
913
TFC Financial Management
Massachusetts
$1.12K +$562 +1 +100%
GA
914
GoalVest Advisory
New York
$1.12K +$1.12K +2 New
TFA
915
Transamerica Financial Advisors
Florida
$1K – – –
FPB
916
First PREMIER Bank
South Dakota
$1K +$562 +1 New
CA
917
Continuum Advisory
Idaho
$965 +$1.12K +2 New
WWM
918
Wolff Wiese Magana
California
$561 – – –
GI
919
Gradient Investments
Minnesota
$560 -$1.12K -2 -67%
CTA
920
Colonial Trust Advisors
South Carolina
$560 – – –
CAM
921
ClariVest Asset Management
California
$557 – – –
FGAM
922
Financial Gravity Asset Management
Texas
$434 -$562 -1 -50%
CT
923
Colonial Trust
South Carolina
$395 – – –
DWM
924
Dogwood Wealth Management
Kansas
$5 – – –
Twin Tree Management
925
Twin Tree Management
Texas
– -$27.1M -47,892 Closed