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Name Holding Trade Value Shares
Change
Change in
Stake
RFG
701
REAP Financial Group
Texas
$483 – – –
MPWT
702
MassMutual Private Wealth & Trust
Connecticut
$470 -$857 -82 -70%
AWM
703
AllSquare Wealth Management
New York
$456 – – –
PPWM
704
PFG Private Wealth Management
Florida
$403 – – –
PAI
705
Pittenger & Anderson Inc
Nebraska
$403 – – –
JWM
706
Janiczek Wealth Management
Colorado
$390 – – –
TWD
707
True Wealth Design
Ohio
$296 -$52 -5 -19%
WWP
708
WR Wealth Planners
Missouri
$295 – – –
BL
709
BFSG LLC
California
$269 – – –
BGAI
710
Bruce G. Allen Investments
Colorado
$268 -$888 -85 -81%
KFI
711
Key Financial Inc
Pennsylvania
$268 – – –
YAL
712
Your Advocates Ltd
Texas
$228 – – –
AEPWM
713
Atlantic Edge Private Wealth Management
Florida
$202 – – –
CIA
714
Cape Investment Advisory
Georgia
$201 – – –
RWMG
715
Redwood Wealth Management Group
New Jersey
$201 +$157 +15 New
BWP
716
Baldwin Wealth Partners
Massachusetts
$188 – – –
FMII
717
Farmers & Merchants Investments Inc
Nebraska
$134 -$418 -40 -80%
BCH
718
Berkshire Capital Holdings
California
$134 – – –
ACA
719
Atlas Capital Advisors
Wyoming
$121 – – –
WPWM
720
Western Pacific Wealth Management
Illinois
$121 – – –
DAM
721
Delta Asset Management
Tennessee
$107 – – –
WIA
722
Wetzel Investment Advisors
Indiana
$99 – – –
DPW
723
DiNuzzo Private Wealth
Pennsylvania
$94 -$31 -3 -30%
ZRP
724
Zynergy Retirement Planning
New Jersey
$94 +$73 +7 New
SIC
725
SJS Investment Consulting
Ohio
$81 -$63 -6 -50%