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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
851
Cornerstone Planning Group
New Jersey
$2.57K +$2.9K +19 New
JFA
852
JNBA Financial Advisors
Minnesota
$2.44K – – –
MCM
853
Manchester Capital Management
Vermont
$2.44K – – –
DCM
854
Davidson Capital Management
Texas
$2.15K -$305 -2 -12%
EWM
855
Evermay Wealth Management
Virginia
$2.15K – – –
PWMG
856
Prestige Wealth Management Group
New Jersey
$2.01K – – –
RFG
857
RFP Financial Group
Georgia
$2.01K +$2.14K +14 New
TFA
858
Transamerica Financial Advisors
Florida
$2K +$1.53K +10 New
LF
859
Lee Financial
Texas
$1.72K – – –
ME
860
McIlrath & Eck
Washington
$1.72K – – –
SVCP
861
Silicon Valley Capital Partners
California
$1.71K +$1.83K +12 New
OIS
862
Okabena Investment Services
Minnesota
$1.6K -$1.25M -8,224 -100%
PO
863
Private Ocean
California
$1.58K – – –
TFP
864
Tilia Fiduciary Partners
North Carolina
$1.58K – – –
AWM
865
Accel Wealth Management
Iowa
$1.44K – – –
CFFP
866
Center for Financial Planning
Michigan
$1.44K – – –
HWA
867
HHM Wealth Advisors
Tennessee
$1.44K – – –
MA
868
Montag & Associates
Georgia
$1.44K – – –
SWM
869
Sugarloaf Wealth Management
Georgia
$1.44K – – –
IRC
870
Investors Research Corp
Georgia
$1.44K +$305 +2 +25%
QL
871
Quarry LP
New York
$1.29K +$1.37K +9 New
AIP
872
Ameritas Investment Partners
Nebraska
$1.15K – – –
FSWA
873
Financial Synergies Wealth Advisors
Texas
$1K – – –
KFS
874
Kelly Financial Services
Massachusetts
$1K – – –
FFC
875
First Financial Corp
Indiana
$1K – – –