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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$5K +$4.87K +54 New
Koshinski Asset Management
702
Koshinski Asset Management
Illinois
$4.88K +$1.26K +14 +36%
BWM
703
Baystate Wealth Management
Massachusetts
$4K – – –
BWL
704
Bogart Wealth LLC
Virginia
$4K – – –
PWMG
705
Prestige Wealth Management Group
New Jersey
$4K – – –
TWP
706
TFO Wealth Partners
Ohio
$4K +$4.51K +50 New
SC
707
Stephens Consulting
Michigan
$3.31K +$3.24K +36 New
CAL
708
Capital Analysts LLC
Pennsylvania
$3K – – –
HR
709
Howe & Rusling
New York
$3K – – –
SIS
710
Sound Income Strategies
Florida
$3K +$2.52K +28 New
AP
711
Arlington Partners
Alabama
$3K +$2.79K +31 New
PFGIA
712
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$2.16K -24 -50%
EW
713
Evoke Wealth
California
$2K – – –
HPC
714
HM Payson & Co
Maine
$2K – – –
KFI
715
Key Financial Inc
Pennsylvania
$2K – – –
TF
716
TimeScale Financial
Massachusetts
$2K +$90 +1 +6%
SC
717
Schubert & Co
Texas
$2K +$1.62K +18 New
FBT
718
First Bank & Trust
South Dakota
$2K +$1.8K +20 New
JWA
719
JFS Wealth Advisors
Pennsylvania
$2K +$1.8K +20 New
CWP
720
Concord Wealth Partners
Virginia
$2K +$2.43K +27 New
ACA
721
Atlas Capital Advisors
Wyoming
$1.01K – – –
BFEC
722
Benjamin F. Edwards & Company
Missouri
$1K – – –
CWC
723
Carolinas Wealth Consulting
North Carolina
$1K – – –
MCM
724
Manchester Capital Management
Vermont
$1K – – –
TSW
725
Thompson Siegel & Walmsley
Virginia
$1K – – –