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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
401
Center for Financial Planning
Michigan
$1.07K
AF
402
Advisornet Financial
Minnesota
$1.07K +$139 +17 +15%
CSB
403
City State Bank
Iowa
$1K
CAM
404
ClariVest Asset Management
California
$1K +$1.41K +173 New
WSCM
405
Wellington Shields Capital Management
New York
$985
CSC
406
Caldwell Sutter Capital
California
$920
OP
407
ORG Partners
Indiana
$821 -$317K -38,789 -100%
IPW
408
Impact Partnership Wealth
Georgia
$821 +$817 +100 New
CCM
409
Chilton Capital Management
Texas
$345
CAM
410
Chesapeake Asset Management
New York
$320 -$1.32K -162 -81%
CAS
411
Coppell Advisory Solutions
Texas
$319 +$368 +45 +180%
JMF
412
Johnson Midwest Financial
Iowa
$287
RCM
413
Raleigh Capital Management
North Carolina
$287
SIS
414
Sound Income Strategies
Florida
$279
ME
415
McIlrath & Eck
Washington
$271
AAP
416
Arax Advisory Partners
Colorado
$255
SIC
417
Salem Investment Counselors
North Carolina
$214
HI
418
Harbour Investments
Wisconsin
$213
UB
419
UMB Bank
Missouri
$213
TWP
420
TFO Wealth Partners
Ohio
$182
NMG
421
New Millennium Group
Utah
$172
MHR
422
Matthew Hamilton Rosenberg
$148
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$123 +$123 +15 New
BBHC
424
Brown Brothers Harriman & Co
New York
$82 +$82 +10 New
HIA
425
Harbor Investment Advisory
Maryland
$49