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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
926
Bell Investment Advisors
California
$6K +$6.49K +61 New
CCMW
927
Cypress Capital Management (Wyoming)
Wyoming
$6K +$6.91K +65 New
EWA
928
Evolution Wealth Advisors
Florida
$5K – – –
BWM
929
BerganKDV Wealth Management
Minnesota
$5K +$319 +3 +6%
FMP
930
Financial Management Professionals
Texas
$5K +$1.17K +11 +28%
KIG
931
Kowal Investment Group
Wisconsin
$5K +$5.1K +48 New
RWM
932
Raffa Wealth Management
District of Columbia
$3.94K – – –
SWA
933
Sutton Wealth Advisors
Florida
$3.64K +$319 +3 +9%
GKWIM
934
Gerber Kawasaki Wealth & Investment Management
California
$3K -$226K -2,130 -100%
AF
935
Arrow Financial
New York
$3K – – –
PCTC
936
Perkins Coie Trust Company
Washington
$3K – – –
SWM
937
Sugarloaf Wealth Management
Georgia
$3K – – –
PWMG
938
Prestige Wealth Management Group
New Jersey
$3K +$957 +9 +47%
TFA
939
Toth Financial Advisory
Virginia
$3K +$2.66K +25 +250%
Optiver Holding
940
Optiver Holding
Netherlands
$3K +$3.51K +33 New
POIA
941
Pin Oak Investment Advisors
Texas
$3K +$3.72K +35 New
CCM
942
Cribstone Capital Management
Maine
$2K – – –
VNA
943
Valley National Advisers
Pennsylvania
$2K – – –
LWM
944
Liberty Wealth Management
California
$2K +$1.91K +18 New
HR
945
Howe & Rusling
New York
$2K +$2.13K +20 New
FPS
946
Fieldpoint Private Securities
Connecticut
$2K +$2.44K +23 New
MA
947
MCF Advisors
Kentucky
$2K +$2.44K +23 New
FEG
948
Financial Enhancement Group
Indiana
$2K +$2.66K +25 New
WWM
949
Wolff Wiese Magana
California
$1K -$92.4K -869 -98%
GTAM
950
Global Trust Asset Management
Florida
$1K – – –