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Name Holding Trade Value Shares
Change
Change in
Stake
CAC
826
Certified Advisory Corp
Florida
$4K +$3.81K +52 New
WCM
827
Wealthcare Capital Management
Virginia
$4K +$3.81K +52 New
SWM
828
Sugarloaf Wealth Management
Georgia
$4K +$4.11K +56 New
AIC
829
Ameritas Investment Company
Nebraska
$3K -$5.87K -80 -67%
BWM
830
Baystate Wealth Management
Massachusetts
$3K -$5.43K -74 -64%
LWANC
831
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
LWM
832
Lenox Wealth Management
Ohio
$3K
TFGT
833
TS Financial Group (TSFG)
Illinois
$3K
BL
834
Balentine LLC
Georgia
$3K +$880 +12 +50%
PWMG
835
Prestige Wealth Management Group
New Jersey
$3K +$1.47K +20 +100%
RWM
836
Raffa Wealth Management
District of Columbia
$2.88K
CMBA
837
C.M. Bidwell & Associates
Hawaii
$2K
Fidelity International
838
Fidelity International
Bermuda
$2K
LWA
839
Lowe Wealth Advisors
Maryland
$2K
LFG
840
LifePlan Financial Group
Ohio
$1K
TL
841
TrueWealth LLC
Georgia
$1K
ETC
842
Exchange Traded Concepts
Oklahoma
$1K +$587 +8 New
PW
843
Price Wealth
Texas
$1K +$1.32K +18 New
LP
844
LMR Partners
United Kingdom
$857 +$830K +11,310 New
CA
845
Claar Advisors
New York
$737
PAA
846
Peregrine Asset Advisers
Oregon
$339 -$44K -600 -12%
PGAM
847
Princeton Global Asset Management
New Jersey
$78 +$76K +1,036 New
LS
848
Leelyn Smith
Illinois
$1 +$1.17K +16 New
ZP
849
Zimmer Partners
New York
-$718M -9,727,102 Closed
CPP
850
Crow Point Partners
Massachusetts
-$44.1M -610,000 Closed