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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
526
Moisand Fitzgerald Tamayo
Florida
$4K -$1.23K -30 -23%
CI
527
CX Institutional
Indiana
$4K
EARNEST Partners
528
EARNEST Partners
Georgia
$4K
FMB
529
Field & Main Bank
Kentucky
$4K
HWM
530
Holloway Wealth Management
Florida
$4K
JEST
531
JTC Employer Solutions Trustee
Jersey
$4K
LWA
532
Lowe Wealth Advisors
Maryland
$4K
RIM
533
Rockbridge Investment Management
New York
$4K
SL
534
Savior LLC
Massachusetts
$4K
SFP
535
Sterling Financial Planning
New Jersey
$4K
SFPG
536
Stonebridge Financial Planning Group
Florida
$4K
TCM
537
Tradewinds Capital Management
Washington
$4K
WQ
538
Wealth Quarterback
New Jersey
$4K
CDIA
539
Capital Directions Investment Advisors
Georgia
$4K +$4.11K +100 New
CPC
540
Consolidated Planning Corp
Georgia
$4K +$4.11K +100 New
PK
541
Pflug Koory
Nebraska
$4K +$4.11K +100 New
SQA
542
Simon Quick Advisors
New Jersey
$3K -$20.5K -500 -83%
BWL
543
Bogart Wealth LLC
Virginia
$3K -$822 -20 -20%
AssetMark Inc
544
AssetMark Inc
California
$3K
EIP
545
Ellis Investment Partners
Pennsylvania
$3K
HI
546
Hoey Investments
Pennsylvania
$3K
JFA
547
JNBA Financial Advisors
Minnesota
$3K +$3.41K +83 New
CFA
548
Carroll Financial Associates
North Carolina
$2K -$17.7K -432 -87%
AWM
549
AllSquare Wealth Management
New York
$2K
IF
550
Ironwood Financial
Arizona
$2K