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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1076
Sugarloaf Wealth Management
Georgia
$5K +$3.95K +150 +288%
EWM
1077
Elmwood Wealth Management
California
$5K +$5.26K +200 New
AIC
1078
Archer Investment Corporation
Indiana
$4.89K
FP
1079
Financial Perspectives
Minnesota
$4.31K
GWMIA
1080
Global Wealth Management Investment Advisory
Florida
$4K -$2.05K -78 -34%
PAI
1081
Pittenger & Anderson Inc
Nebraska
$4K
WOC
1082
West Oak Capital
California
$4K
TJHA
1083
Thomas J. Herzfeld Advisors
Florida
$4K +$53 +2 +1%
LWA
1084
Lenox Wealth Advisors
New York
$4K +$395 +15 +11%
Jones Financial Companies
1085
Jones Financial Companies
Missouri
$4K +$3.45K +131 New
AP
1086
Atwood & Palmer
Missouri
$4K +$3.82K +145 New
MWM
1087
Mascoma Wealth Management
New Hampshire
$4K +$3.95K +150 New
KFS
1088
Kelly Financial Services
Massachusetts
$3.32K
PA
1089
Perennial Advisors
New York
$3K -$373K -14,155 -99%
SFO
1090
Standard Family Office
South Dakota
$3K -$39.7K -1,507 -93%
HFS
1091
Hantz Financial Services
Michigan
$3K -$13.2K -502 -82%
MPWT
1092
MassMutual Private Wealth & Trust
Connecticut
$3K -$8.53K -324 -73%
FPFS
1093
First Personal Financial Services
North Carolina
$3K -$2.98K -113 -48%
LF
1094
Lee Financial
Texas
$3K -$2.63K -100 -50%
BAM
1095
Bellevue Asset Management
Washington
$3K
CA
1096
Crewe Advisors
Utah
$3K
JWA
1097
JFS Wealth Advisors
Pennsylvania
$3K
MFT
1098
Moisand Fitzgerald Tamayo
Florida
$3K
MLFP
1099
MPS Loria Financial Planners
Illinois
$3K
FI
1100
FormulaFolio Investments
Michigan
$3K +$2.63K +100 New