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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
426
Bellevue Asset Management
Washington
$3.62K +$3.89K +195 New
ZBNA
427
Zions Bancorporation, National Association
Utah
$3.52K +$179 +9 +5%
APFP
428
Action Point Financial Planning
Michigan
$3.41K +$3.71K +186 New
RWM
429
Rialto Wealth Management
New York
$3.34K +$1.27K +64 +55%
IAIM
430
International Assets Investment Management
Florida
$3.11K +$1.22K +61 +55%
TFGT
431
TS Financial Group (TSFG)
Illinois
$3K – – –
IAS
432
IMA Advisory Services
Colorado
$2.99K – – –
MEG
433
Millstone Evans Group
Colorado
$2.86K – – –
BIA
434
Bell Investment Advisors
California
$2.63K – – –
SPIA
435
Steward Partners Investment Advisory
New York
$2.56K -$7.21K -362 -72%
WBWA
436
William B. Walkup & Associates
South Carolina
$2.5K +$2.69K +135 New
CCMI
437
Creative Capital Management Investments
California
$2.41K +$2.59K +130 New
WIM
438
Westside Investment Management
California
$2.12K – – –
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.04K – – –
PF
440
PlanVest Financial
Maryland
$1.85K – – –
TC
441
Truvestments Capital
Florida
$1.85K – – –
WA
442
WPG Advisers
Maryland
$1.78K – – –
TWC
443
TD Waterhouse Canada
Ontario, Canada
$1.72K – – –
SWM
444
SHP Wealth Management
Massachusetts
$1.61K +$737 +37 +74%
IPS
445
Investors Portfolio Services
Washington
$1.58K – – –
TPCW
446
TD Private Client Wealth
New York
$1.32K -$319 -16 -18%
CH
447
Cromwell Holdings
Wyoming
$1.32K – – –
WA
448
Whipplewood Advisors
Colorado
$1.21K +$199 +10 +18%
BHWM
449
Bay Harbor Wealth Management
Maryland
$1.21K +$259 +13 +25%
TFA
450
Toth Financial Advisory
Virginia
$1.11K +$1.2K +60 New