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Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
301
1 North Wealth Services
Maryland
$7K – – –
FANJ
302
Financial Architects (New Jersey)
New Jersey
$6K -$11.7K -200 -67%
FWM
303
Focused Wealth Management
New York
$6K – – –
FGAM
304
Financial Gravity Asset Management
Texas
$6K +$5.68K +97 New
BFC
305
Bedel Financial Consulting
Indiana
$5K – – –
HGWM
306
Harvest Group Wealth Management
Massachusetts
$5K +$4.74K +81 New
Quadrant Capital Group
307
Quadrant Capital Group
Ohio
$4K +$2.69K +46 +82%
WEC
308
Winslow Evans & Crocker
Massachusetts
$4K +$2.93K +50 New
Citizens Financial Group
309
Citizens Financial Group
Rhode Island
$4K +$4.1K +70 New
Shelton Capital Management
310
Shelton Capital Management
Colorado
$3.74K +$13.6K +232 New
IFP Advisors
311
IFP Advisors
Florida
$3K -$74.1K -1,266 -96%
IWP
312
Icon Wealth Partners
Texas
$3K +$2.87K +49 New
CAW
313
Cornerstone Advisors (Washington)
Washington
$2K +$1.05K +18 +106%
PCMK
314
Paragon Capital Management (Kansas)
Kansas
$2K +$1.93K +33 New
FC
315
Ferris Capital
Massachusetts
$1K – – –
PCG
316
Private Capital Group
Connecticut
$1K – – –
RIA
317
RPG Investment Advisory
California
$1K – – –
LFA
318
Legacy Financial Advisors
Kentucky
$1K +$644 +11 New
PFBT
319
Parkside Financial Bank & Trust
Missouri
$1K +$878 +15 New
BCA
320
Berman Capital Advisors
Georgia
$1K +$1.46K +25 New
RWM
321
Raffa Wealth Management
District of Columbia
$744 – – –
CC
322
Carlson Capital
Texas
– -$36.1M -750,000 Closed
CGM
323
Centenus Global Management
New York
– -$4.24M -88,000 Closed
Lord, Abbett & Co
324
Lord, Abbett & Co
New Jersey
– -$3.79M -78,700 Closed
Weiss Multi-Strategy Advisers
325
Weiss Multi-Strategy Advisers
New York
– -$3.35M -69,500 Closed