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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
626
JFS Wealth Advisors
Pennsylvania
$4K -$3.38K -15 -45%
EI
627
Ellevest Inc
New York
$4K -$1.58K -7 -28%
AFS
628
Annapolis Financial Services
Maryland
$4K
COCM
629
Charter Oak Capital Management
New Hampshire
$4K
SC
630
Solstein Capital
California
$4K
SC
631
Schubert & Co
Texas
$4K +$1.8K +8 +80%
RWM
632
Raffa Wealth Management
District of Columbia
$3.71K
MF
633
Magnetar Financial
Illinois
$3.06K +$3.34M +14,830 New
AFG
634
Albion Financial Group
Utah
$3K -$443K -1,966 -99%
FMP
635
Financial Management Professionals
Texas
$3K
S
636
Surevest
California
$3K
MFT
637
Moisand Fitzgerald Tamayo
Florida
$3K +$3.16K +14 New
JIR
638
James Investment Research
Ohio
$3K +$3.38K +15 New
HWMA
639
Heritage Wealth Management (Arizona)
Arizona
$2.89K
SWA
640
Sutton Wealth Advisors
Florida
$2.68K -$1.13K -5 -28%
EWA
641
EverSource Wealth Advisors
Alabama
$2K -$902 -4 -25%
ACM
642
AUA Capital Management
Pennsylvania
$2K
Loomis, Sayles & Company
643
Loomis, Sayles & Company
Massachusetts
$2K
NIC
644
Northwest Investment Counselors
Oregon
$2K
VCM
645
Versant Capital Management
Arizona
$2K
GEA
646
Glen Eagle Advisors
New Jersey
$1.85K
FP
647
Financial Perspectives
Minnesota
$1.48K
ED
648
Exane Derivatives
France
$1.44K
AIC
649
Archer Investment Corporation
Indiana
$1.03K
C
650
Covestor
United Kingdom
$1K -$676 -3 -38%