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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
651
AlphaOne Investment Services
Pennsylvania
$9K – – –
HR
652
Howe & Rusling
New York
$8K – – –
BWM
653
Baystate Wealth Management
Massachusetts
$7K – – –
GWS
654
Glassman Wealth Services
Virginia
$7K – – –
OIA
655
OneDigital Investment Advisors
Kansas
$6K -$32.4K -560 -85%
FHA
656
First Horizon Advisors
Tennessee
$6K – – –
GRP
657
Global Retirement Partners
California
$6K – – –
SWMG
658
Signature Wealth Management Group
Georgia
$6K – – –
CAG
659
Csenge Advisory Group
Florida
$6K +$6.48K +112 New
CFA
660
Carroll Financial Associates
North Carolina
$5K -$1.16K -20 -17%
JAM
661
JCIC Asset Management
Ontario, Canada
$5K – – –
YWP
662
YorkBridge Wealth Partners
New York
$5K – – –
FGAM
663
Financial Gravity Asset Management
Texas
$4K -$231 -4 -6%
NIM
664
NuWave Investment Management
New Jersey
$4K +$3.59K +62 New
CFGS
665
Concourse Financial Group Securities
Alabama
$4K +$4.17K +72 New
ATC
666
Adirondack Trust Company
New York
$3K – – –
RWM
667
Raffa Wealth Management
District of Columbia
$2.16K – – –
BBHC
668
Brown Brothers Harriman & Co
New York
$2K -$92.6K -1,600 -98%
CFD
669
Creative Financial Designs
Indiana
$2K – – –
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
LWM
671
Lenox Wealth Management
Ohio
$2K – – –
LWCFA
672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
Rockefeller Capital Management
673
Rockefeller Capital Management
New York
$2K – – –
CMBA
674
C.M. Bidwell & Associates
Hawaii
$1K – – –
FLI
675
Family Legacy Inc
South Carolina
$1K – – –