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Name Holding Trade Value Shares
Change
Change in
Stake
RE
1301
RBC Europe
United Kingdom
$47K
MA
1302
Montag & Associates
Georgia
$46K -$42K -375 -47%
BWA
1303
BDO Wealth Advisors
Florida
$46K
MCA
1304
Maryland Capital Advisors
Maryland
$46K
SSG
1305
Summit Securities Group
New York
$46K +$45.9K +410 New
KFS
1306
Kelly Financial Services
Massachusetts
$45.1K -$3.36K -30 -7%
AWM
1307
Avondale Wealth Management
Texas
$45K
LJHT
1308
Laurie J. Hall Trustee
$45K
WAM
1309
Worth Asset Management
Texas
$45K +$57.7K +515 New
CAC
1310
Core Alternative Capital
Georgia
$43K +$33.1K +295 +311%
GA
1311
GoalVest Advisory
New York
$43K +$43.1K +385 New
TAM
1312
Tucker Asset Management
Colorado
$41.2K +$41.5K +370 New
CC
1313
Centiva Capital
New York
$41K +$41.5K +370 New
MUMSS
1314
Mitsubishi UFJ Morgan Stanley Securities
Japan
$39K -$28K -250 -42%
CA
1315
Centerpoint Advisors
Massachusetts
$39K
BWM
1316
BerganKDV Wealth Management
Minnesota
$38K -$2.24K -20 -5%
BFC
1317
Bedel Financial Consulting
Indiana
$35K -$1.12K -10 -3%
PWMG
1318
Prestige Wealth Management Group
New Jersey
$33K -$1.68K -15 -5%
JWA
1319
JFS Wealth Advisors
Pennsylvania
$33K +$1.12K +10 +4%
MCM
1320
MV Capital Management
Maryland
$32K -$1.12K -10 -3%
SCA
1321
Stonebridge Capital Advisors
Minnesota
$32K +$4.48K +40 +16%
CFFP
1322
Center for Financial Planning
Michigan
$30K
HNWAG
1323
High Net Worth Advisory Group
Florida
$29K +$29.1K +260 New
OIA
1324
Optimum Investment Advisors
Illinois
$28K -$20.7K -185 -43%
LWANC
1325
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K