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Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
601
Paces Ferry Wealth Advisors
Georgia
$5K +$5.36K +29 New
BBHC
602
Brown Brothers Harriman & Co
New York
$4K
JCM
603
Jacobi Capital Management
Pennsylvania
$4K
PO
604
Private Ocean
California
$4K
RWM
605
Raffa Wealth Management
District of Columbia
$3.77K +$923 +5 +29%
PCG
606
Private Capital Group
Connecticut
$3K
TFS
607
TrustCore Financial Services
Tennessee
$3K
PMFA
608
Plante Moran Financial Advisors
Michigan
$3K +$2.77K +15 New
Millennium Management
609
Millennium Management
New York
$2.6K -$19.9M -107,687 -88%
M
610
MOTCO
Texas
$2K
CA
611
Crewe Advisors
Utah
$2K +$1.66K +9 New
BWM
612
BerganKDV Wealth Management
Minnesota
$1K -$739 -4 -40%
GWM
613
Geneos Wealth Management
Colorado
$1K
PWMG
614
Prestige Wealth Management Group
New Jersey
$1K
PW
615
Price Wealth
Texas
$1K
UFF
616
USA Financial Formulas
Michigan
$1K
FFA
617
Founders Financial Alliance
North Carolina
$1K +$554 +3 New
TFM
618
TFC Financial Management
Massachusetts
$1K +$554 +3 New
MCM
619
Manchester Capital Management
Vermont
$1K +$1.11K +6 New
SFSIG
620
San Francisco Sentry Investment Group
California
$1K +$1.48K +8 New
PCS
621
Personal CFO Solutions
New Jersey
$1K +$2.58K +14 +0.2%
WIM
622
Westside Investment Management
California
$37 +$185 +1 +0.5%
FCA
623
FinTrust Capital Advisors
South Carolina
$17
CTA
624
Carillon Tower Advisers
Florida
-$62M -323,155 Closed
OGC
625
One68 Global Capital
New York
-$8.64M -45,000 Closed