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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
651
Patriot Financial Group Insurance Agency
Massachusetts
$4K
RCA
652
Ranch Capital Advisors
Florida
$4K +$4.69K +75 New
BWM
653
BerganKDV Wealth Management
Minnesota
$3K
FWM
654
Focused Wealth Management
New York
$3K
FBT
655
First Bank & Trust
South Dakota
$2K -$4.69K -75 -66%
SWA
656
SOA Wealth Advisors
New York
$2K -$1.75K -28 -41%
CWC
657
Carolinas Wealth Consulting
North Carolina
$2K -$187 -3 -9%
AWM
658
Accel Wealth Management
Iowa
$2K
HR
659
Howe & Rusling
New York
$2K
MLFP
660
MPS Loria Financial Planners
Illinois
$2K
KFP
661
KB Financial Partners
New Jersey
$2K +$1.88K +30 New
MGIM
662
M&G Investment Management
United Kingdom
$1.25K -$7.62K -122 -0.6%
GFPC
663
Global Financial Private Client
Florida
$1.01K
Fidelity International
664
Fidelity International
Bermuda
$1K -$852K -13,629 -100%
SFSIG
665
San Francisco Sentry Investment Group
California
$1K -$687 -11 -31%
AWM
666
Avior Wealth Management
Nebraska
$1K
BWM
667
Baystate Wealth Management
Massachusetts
$1K
HIA
668
Harbor Investment Advisory
Maryland
$1K
KFI
669
Key Financial Inc
Pennsylvania
$1K
APWA
670
Atlas Private Wealth Advisors
New Jersey
$1K +$625 +10 +71%
MCM
671
MV Capital Management
Maryland
$1K +$875 +14 New
FPS
672
Fieldpoint Private Securities
Connecticut
$1K +$937 +15 +188%
TSW
673
Thompson Siegel & Walmsley
Virginia
$1K +$1.06K +17 New
BA
674
Bellwether Advisors
Nebraska
$1K +$1.25K +20 New
SIS
675
Sound Income Strategies
Florida
$465 +$500 +8 New