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Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
801
Householder Group Estate & Retirement Specialist
Arizona
$13.3K – – –
CPG
802
Cornerstone Planning Group
New Jersey
$13.3K -$852 -3 -6%
JWA
803
JFS Wealth Advisors
Pennsylvania
$13K -$568 -2 -4%
SIS
804
Sound Income Strategies
Florida
$12.4K – – –
BCMLT
805
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.8K – – –
FIM
806
Fernwood Investment Management
Massachusetts
$11.8K +$11.4K +40 New
BLC
807
Brown, Lisle/Cummings
Rhode Island
$11.3K – – –
S
808
Sachetta
Massachusetts
$10.7K – – –
MCM
809
Manchester Capital Management
Vermont
$10.1K +$1.14K +4 +13%
CA
810
Clearstead Advisors
Ohio
$9.8K -$3.97K -14 -29%
MRCM
811
M&R Capital Management
New Jersey
$9.43K – – –
RFG
812
RFP Financial Group
Georgia
$9.18K -$284 -1 -3%
PWMG
813
Prestige Wealth Management Group
New Jersey
$9.18K – – –
VCM
814
Versant Capital Management
Arizona
$9.18K – – –
HFM
815
Harvest Fund Management
China
$9K – – –
CFB
816
Cullen/Frost Bankers
Texas
$7.7K – – –
LI
817
LRI Investments
Florida
$7.7K +$7.38K +26 New
BCM
818
Blume Capital Management
California
$7.41K – – –
FPF
819
First Pacific Financial
Washington
$7.41K +$1.99K +7 +39%
RFS
820
Richardson Financial Services
Massachusetts
$7.11K -$2.27K -8 -25%
ST
821
Smithfield Trust
Pennsylvania
$7K +$3.12K +11 +69%
APC
822
Aspire Private Capital
North Carolina
$6.81K – – –
FFC
823
First Financial Corp
Indiana
$6.81K +$6.53K +23 New
FGAM
824
Financial Gravity Asset Management
Texas
$6.72K +$568 +2 +10%
BIA
825
Bell Investment Advisors
California
$6.52K +$568 +2 +10%