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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
501
City State Bank
Iowa
$4K
BWM
502
Baystate Wealth Management
Massachusetts
$4K +$29 +1 +0.8%
GRP
503
Global Retirement Partners
California
$4K +$3.6K +124 New
NIC
504
Northwest Investment Counselors
Oregon
$3K -$1.02K -35 -25%
EWM
505
Endurance Wealth Management
Rhode Island
$3K
FMP
506
Financial Management Professionals
Texas
$3K
MAM
507
McCarthy Asset Management
California
$3K
BHWM
508
Beaird Harris Wealth Management
Texas
$3K +$2.61K +90 New
PFS
509
Prospera Financial Services
Texas
$3K +$2.9K +100 New
PA
510
PSI Advisors
Florida
$3K +$2.9K +100 New
NFSG
511
Newbridge Financial Services Group
Florida
$2K -$639 -22 -26%
KFP
512
KB Financial Partners
New Jersey
$2K
RG
513
Retirement Group
California
$2K
WAS
514
Winch Advisory Services
Wisconsin
$2K +$29 +1 +1%
AF
515
Allworth Financial
California
$2K +$610 +21 +39%
DI
516
Disciplined Investments
Oklahoma
$2K +$1.42K +49 New
CFD
517
Creative Financial Designs
Indiana
$2K +$2.21K +76 New
CI
518
Cordant Inc
Oregon
$2K +$2.23K +77 New
ED
519
Exane Derivatives
France
$1.34K -$437K -15,055 -100%
RWM
520
Raffa Wealth Management
District of Columbia
$1.11K
AFG
521
Albion Financial Group
Utah
$1K -$1.04K -36 -50%
CAL
522
Capital Advisors Ltd
Ohio
$1K
TFM
523
TFC Financial Management
Massachusetts
$1K
TF
524
TimeScale Financial
Massachusetts
$1K
WT
525
Whittier Trust
California
$1K