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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
726
Cedar Mountain Advisors
Oregon
$1.22K
RF
727
Roxbury Financial
New Jersey
$1.22K +$1.18K +92 New
HIA
728
Highland Investment Advisors
Florida
$1.21K +$1.17K +91 New
NWM
729
Nova Wealth Management
Florida
$1.21K +$1.17K +91 New
HC
730
Hurley Capital
New York
$1.2K
AFC
731
Ares Financial Consulting
California
$1.08K
LCM
732
Logan Capital Management
Pennsylvania
$1.05K +$1.02K +79 New
HBW
733
Hazlett, Burt & Watson
West Virginia
$1K +$644 +50 New
POIA
734
Pin Oak Investment Advisors
Texas
$1K +$811 +63 New
HPC
735
HM Payson & Co
Maine
$930 +$901 +70 New
Vanguard Advisers Inc
736
Vanguard Advisers Inc
Pennsylvania
$930 +$901 +70 New
HHGA
737
Halbert Hargrove Global Advisors
California
$860 +$837 +65 New
CA
738
Continuum Advisory
Idaho
$837 +$811 +63 New
TTIC
739
Tower Trust & Investment Company
Iowa
$823 +$798 +62 New
KFAS
740
Keating Financial Advisory Services
Kansas
$797
VNA
741
Valley National Advisers
Pennsylvania
$731 +$708 +55 New
Zurich Cantonal Bank
742
Zurich Cantonal Bank
Switzerland
$717
GIA
743
GHP Investment Advisors
Colorado
$704 -$811 -63 -54%
BIM
744
Breakwater Investment Management
Washington
$678 +$656 +51 New
CWP
745
Clark Wealth Partners
Illinois
$664
WWM
746
Wolff Wiese Magana
California
$664 +$644 +50 New
FP
747
Financial Perspectives
Minnesota
$637
CWM
748
Copia Wealth Management
Oregon
$598 +$257 +20 +80%
BWL
749
Bogart Wealth LLC
Virginia
$558 +$541 +42 New
SIM
750
Synergy Investment Management
Florida
$531 -$51 -4 -9%