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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
626
Rockbridge Investment Management
New York
$5K
SL
627
Savior LLC
Massachusetts
$5K
SFP
628
Sterling Financial Planning
New Jersey
$5K
SFPG
629
Stonebridge Financial Planning Group
Florida
$5K
TCM
630
Tradewinds Capital Management
Washington
$5K
JEST
631
JTC Employer Solutions Trustee
Jersey
$5K +$4K +100 New
CI
632
CX Institutional
Indiana
$5K +$4.13K +103 New
CCMW
633
Cypress Capital Management (Wyoming)
Wyoming
$4K
AssetMark Inc
634
AssetMark Inc
California
$4K +$80 +2 +3%
AWM
635
AllSquare Wealth Management
New York
$3K
IF
636
Ironwood Financial
Arizona
$3K
MAM
637
Meeder Asset Management
Ohio
$3K
SB
638
Strategic Blueprint
Georgia
$3K +$2.4K +60 New
MGIM
639
M&G Investment Management
United Kingdom
$2.33K
AF
640
Allworth Financial
California
$2K -$5.01K -125 -79%
Bessemer Group
641
Bessemer Group
New Jersey
$2K
CA
642
Centerpoint Advisors
Massachusetts
$2K
CFB
643
Cullen/Frost Bankers
Texas
$2K
TF
644
TimeScale Financial
Massachusetts
$2K
WAS
645
Winch Advisory Services
Wisconsin
$2K
HWA
646
Heritage Wealth Advisors
Virginia
$1.33K
RWM
647
Raffa Wealth Management
District of Columbia
$1.22K
DSC
648
Duncker Streett & Co
Missouri
$1K
EWM
649
Edge Wealth Management
New York
$1K
IFAM
650
Institutional & Family Asset Management
Colorado
$1K