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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
501
CKW Financial Group
Hawaii
$10K – – –
KTC
502
Kistler-Tiffany Companies
Pennsylvania
$10K +$10.1K +500 New
MAWCM
503
Mine & Arao Wealth Creation & Management
California
$10K +$10.1K +500 New
NC
504
NewSquare Capital
Pennsylvania
$9K – – –
WWM
505
Wolff Wiese Magana
California
$9K – – –
HR
506
Howe & Rusling
New York
$9K +$9.73K +480 New
Schroder Investment Management Group
507
Schroder Investment Management Group
United Kingdom
$8K -$735K -36,285 -99%
FCM
508
Firestone Capital Management
Florida
$8K – – –
CP
509
Castleview Partners
Texas
$8K +$8K +395 New
BC
510
Bartlett & Co
Ohio
$7K -$82.1K -4,050 -92%
CHA
511
Carmichael Hill & Associates
Maryland
$7K – – –
SIC
512
Salem Investment Counselors
North Carolina
$7K – – –
MAM
513
Meeder Asset Management
Ohio
$7K +$1.82K +90 +33%
BCWM
514
Bartlett & Co Wealth Management
Ohio
$6.8K -$82.1K -4,050 -92%
HFA
515
Hoover Financial Advisors
Pennsylvania
$6K – – –
KFI
516
Key Financial Inc
Pennsylvania
$6K – – –
GEA
517
Glen Eagle Advisors
New Jersey
$5.05K – – –
1IA
518
1834 Investment Advisors
Wisconsin
$5K – – –
AFS
519
Annapolis Financial Services
Maryland
$5K – – –
CFD
520
Creative Financial Designs
Indiana
$5K – – –
RBC
521
Roble Belko & Company
Pennsylvania
$5K – – –
PWS
522
Paragon Wealth Strategies
Florida
$5K +$4.76K +235 New
JWA
523
JFS Wealth Advisors
Pennsylvania
$5K +$5.07K +250 New
APC
524
Aspire Private Capital
North Carolina
$4K – – –
CCM
525
Copeland Capital Management
Pennsylvania
$4K – – –