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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
501
Plante Moran Financial Advisors
Michigan
$3K -$857 -18 -20%
MSA
502
Marino Stram & Associates
Massachusetts
$3K – – –
QAM
503
QCI Asset Management
New York
$3K – – –
SSB
504
Sandy Spring Bank
Maryland
$3K – – –
TFO
505
Tarbox Family Office
California
$3K – – –
TFS
506
TrustCore Financial Services
Tennessee
$3K – – –
CPA
507
Clear Perspective Advisors
Illinois
$3K +$3.19K +67 New
LF
508
Lee Financial
Texas
$3K +$3.19K +67 New
SWA
509
Sutton Wealth Advisors
Florida
$2.79K – – –
SIM
510
Sonora Investment Management
Arizona
$2.38K – – –
PW
511
Price Wealth
Texas
$2K -$2.1K -44 -49%
BWA
512
Burt Wealth Advisors
Maryland
$2K – – –
EA
513
Edge Advisors
Georgia
$2K – – –
TWA
514
TCI Wealth Advisors
Arizona
$2K – – –
TL
515
TrueWealth LLC
Georgia
$2K – – –
VNA
516
Valley National Advisers
Pennsylvania
$2K – – –
RWP
517
RWA Wealth Partners
Massachusetts
$2K +$1.86K +39 New
TC
518
Trilogy Capital
California
$2K +$1.9K +40 New
GI
519
Gradient Investments
Minnesota
$2K +$2.1K +44 +629%
MWM
520
MinichMacGregor Wealth Management
New York
$2K +$2.14K +45 +450%
JA
521
JOYN Advisors
Georgia
$2K +$2.29K +48 New
RWM
522
Raffa Wealth Management
District of Columbia
$1.84K +$1.28K +27 +208%
WPA
523
West Paces Advisors
Georgia
$1.57K – – –
WIM
524
Westside Investment Management
California
$1.41K – – –
FDCDDQ
525
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29K – – –