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Name Holding Trade Value Shares
Change
Change in
Stake
PS
476
Planned Solutions
California
$7K +$6.45K +50 New
KFI
477
Key Financial Inc
Pennsylvania
$7K +$6.84K +53 New
IA
478
IFP Advisors
Florida
$6K -$2.45K -19 -29%
HWM
479
HighMark Wealth Management
Minnesota
$6K
PCTC
480
Perkins Coie Trust Company
Washington
$6K
PMFA
481
Plante Moran Financial Advisors
Michigan
$6K
RIM
482
Rockbridge Investment Management
New York
$6K
PA
483
Perennial Advisors
New York
$6K +$5.94K +46 New
FCM
484
Firestone Capital Management
Florida
$5K
PP
485
Pacifica Partners
Canada
$5K
EWM
486
Endurance Wealth Management
Rhode Island
$4K
AWG
487
Altus Wealth Group
Colorado
$4K +$4K +31 New
AWA
488
Arkadios Wealth Advisors
Georgia
$4K +$4.13K +32 New
Macquarie Group
489
Macquarie Group
Australia
$4K +$4.26K +33 New
Toronto Dominion Bank
490
Toronto Dominion Bank
Ontario, Canada
$3K -$239K -1,855 -99%
RPWA
491
Regent Peak Wealth Advisors
Georgia
$3K +$2.71K +21 New
BSSFA
492
Baron Silver Stevens Financial Advisors
Florida
$3K +$3.87K +30 New
BCWM
493
Bartlett & Co Wealth Management
Ohio
$2.09K +$2.06K +16 New
TFGT
494
TS Financial Group (TSFG)
Illinois
$2K -$387 -3 -20%
SA
495
SRH Advisors
Kansas
$2K
FGAM
496
Financial Gravity Asset Management
Texas
$2K +$1.81K +14 New
BC
497
Bartlett & Co
Ohio
$2K +$2.06K +16 New
RG
498
Retirement Group
California
$1K
JCM
499
Jacobi Capital Management
Pennsylvania
$1K +$645 +5 +100%
SIC
500
Salem Investment Counselors
North Carolina
$1K +$645 +5 New