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Name Holding Trade Value Shares
Change
Change in
Stake
EI
1676
Ellevest Inc
New York
$8K +$7.42K +108 +3,600%
CFA
1677
Camarda Financial Advisors
Florida
$8K +$7.63K +111 New
EWM
1678
Endurance Wealth Management
Rhode Island
$7K
HFM
1679
Hartford Financial Management
Connecticut
$7K
RWG
1680
Regal Wealth Group
California
$7K
IAS
1681
IMA Advisory Services
Colorado
$6K
HCC
1682
Hirtle Callaghan & Co
Pennsylvania
$6K +$5.43K +79 New
LFASL
1683
Lugano Financial Advisors SA (LFA)
Switzerland
$5K -$89.4K -1,301 -94%
NCM
1684
New Capital Management
Texas
$5K +$5.02K +73 New
PWMG
1685
Prestige Wealth Management Group
New Jersey
$4K -$28.2K -411 -88%
MIM
1686
Macroview Investment Management
Maryland
$4K
JGIA
1687
Jackson Grant Investment Advisers
Connecticut
$4K +$4.05K +59 New
SWP
1688
Strategic Wealth Partners
Ohio
$3K -$206 -3 -6%
DAM
1689
Delta Asset Management
Tennessee
$3K
SIAS
1690
Shine Investment Advisory Services
Colorado
$3K +$619 +9 +30%
SFA
1691
Semmax Financial Advisors
North Carolina
$3K +$3.02K +44 New
VCM
1692
Vigilant Capital Management
Maine
$3K +$3.09K +45 New
BWA
1693
BDO Wealth Advisors
Florida
$2K
CAGAS
1694
Capital Advisory Group Advisory Services
Minnesota
$2K
JIR
1695
James Investment Research
Ohio
$2K
PCFFS
1696
Pacific Center for Financial Services
California
$2K
WWM
1697
Willingdon Wealth Management
North Carolina
$2K
CA
1698
Centerpoint Advisors
Massachusetts
$1K
ST
1699
Sageworth Trust
Pennsylvania
$1K +$756 +11 +550%
SL
1700
Salomon & Ludwin
Virginia
$1K +$1.17K +17 New