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