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Name Holding Trade Value Shares
Change
Change in
Stake
HR
651
Howe & Rusling
New York
$8K
BWM
652
Baystate Wealth Management
Massachusetts
$7K
GWS
653
Glassman Wealth Services
Virginia
$7K
OIA
654
OneDigital Investment Advisors
Kansas
$6K -$32.4K -560 -85%
FHA
655
First Horizon Advisors
Tennessee
$6K
GRP
656
Global Retirement Partners
California
$6K
SWMG
657
Signature Wealth Management Group
Georgia
$6K
CAG
658
Csenge Advisory Group
Florida
$6K +$6.48K +112 New
CFA
659
Carroll Financial Associates
North Carolina
$5K -$1.16K -20 -17%
JAM
660
JCIC Asset Management
Ontario, Canada
$5K
YWP
661
YorkBridge Wealth Partners
New York
$5K
FGAM
662
Financial Gravity Asset Management
Texas
$4K -$231 -4 -6%
NIM
663
NuWave Investment Management
New Jersey
$4K +$3.59K +62 New
CFGS
664
Concourse Financial Group Securities
Alabama
$4K +$4.17K +72 New
ATC
665
Adirondack Trust Company
New York
$3K
RWM
666
Raffa Wealth Management
District of Columbia
$2.16K
BBHC
667
Brown Brothers Harriman & Co
New York
$2K -$92.6K -1,600 -98%
CFD
668
Creative Financial Designs
Indiana
$2K
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
LWM
670
Lenox Wealth Management
Ohio
$2K
LWCFA
671
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
Rockefeller Capital Management
672
Rockefeller Capital Management
New York
$2K
CMBA
673
C.M. Bidwell & Associates
Hawaii
$1K
FLI
674
Family Legacy Inc
South Carolina
$1K
LFG
675
LifePlan Financial Group
Ohio
$1K