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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Ameritas Advisory Services
Nebraska
$8K +$9.21K +1,580 New
AF
302
Advisornet Financial
Minnesota
$7.81K – – –
SAM
303
Smartleaf Asset Management
Massachusetts
$7.8K – – –
AFC
304
Ares Financial Consulting
California
$7.59K – – –
SH
305
SLT Holdings
Arizona
$7.59K +$8.74K +1,500 New
IA
306
IFP Advisors
Florida
$7.58K +$7.18K +1,233 +467%
BTI
307
Blue Trust Inc
Georgia
$7.14K +$1.25K +214 +18%
CPG
308
Cornerstone Planning Group
New Jersey
$6.89K – – –
IFWM
309
Institute for Wealth Management
Colorado
$6.58K +$7.57K +1,300 New
SWM
310
SHP Wealth Management
Massachusetts
$6.34K – – –
CFM
311
Compass Financial Management
Florida
$6.22K +$7.57K +1,300 New
KFP
312
Kerr Financial Planning
California
$6.14K – – –
BLC
313
Brown, Lisle/Cummings
Rhode Island
$6.07K – – –
SEP
314
Signature Equity Partners
Ohio
$5.64K – – –
MP
315
McDonald Partners
Ohio
$5.11K +$5.88K +1,009 New
PUI
316
Purpose Unlimited Inc
$5.06K – – –
QWM
317
Quaker Wealth Management
New Jersey
$5.06K – – –
RIL
318
Rothschild Investment LLC
Illinois
$5.06K – – –
S
319
Sachetta
Massachusetts
$5.06K – – –
TCOV
320
Trust Company of Vermont
Vermont
$5.06K +$5.83K +1,000 New
CAL
321
Capital Advisors Ltd
Ohio
$5K – – –
UBP
322
Union Bancaire Privee
Switzerland
$4.95K – – –
CFD
323
Creative Financial Designs
Indiana
$4.81K – – –
SNBOSCI
324
Security National Bank of Sioux City Iowa
Iowa
$4.55K +$5.24K +900 New
HC
325
Hurley Capital
New York
$3.71K – – –