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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
801
IMA Advisory Services
Colorado
$678 -$940 -14 -54%
LWMI
802
Legacy Wealth Management (Idaho)
Idaho
$623
CWM
803
Copia Wealth Management
Oregon
$622
BCH
804
Berkshire Capital Holdings
California
$566
CPL
805
Capital & Planning LLC
Georgia
$566 +$672 +10 New
BFS
806
Bare Financial Services
Pennsylvania
$509 -$806 -12 -57%
EAM
807
Eukles Asset Management
Ohio
$509 -$604 -9 -50%
BHWM
808
Beaird Harris Wealth Management
Texas
$429 +$201 +3 +60%
AIS
809
Advocate Investing Services
Maryland
$396
CT
810
Colonial Trust
South Carolina
$376 +$470 +7 New
GWM
811
Gilpin Wealth Management
Colorado
$340
CMA
812
Cedar Mountain Advisors
Oregon
$339
TC
813
Trust Company
Kansas
$339
1CP
814
1015 Capital Partners
Pennsylvania
$339 +$67 +1 +20%
IPS
815
Investors Portfolio Services
Washington
$294 +$470 +7 New
FRA
816
Front Row Advisors
California
$283
LHEI
817
Leo H. Evart Inc
California
$283 +$336 +5 New
TFA
818
Toth Financial Advisory
Virginia
$227
SHIM
819
Stone House Investment Management
Pennsylvania
$226 +$269 +4 New
RJA
820
Ross\Johnson & Associates
Minnesota
$170 -$269 -4 -57%
AFG
821
Albion Financial Group
Utah
$170
GTAM
822
Global Trust Asset Management
Florida
$170
GFA
823
Godfrey Financial Associates
New York
$170
RFS
824
Richardson Financial Services
Massachusetts
$170
SA
825
Seneschal Advisors
Washington
$170 +$67 +1 +50%