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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
1101
Shine Investment Advisory Services
Colorado
$8K
IA
1102
IndexIQ Advisors
New York
$8K +$69 +1 +0.6%
HFS
1103
HBC Financial Services
Washington
$7K -$17.3K -250 -33%
PWMG
1104
Prestige Wealth Management Group
New Jersey
$7K -$2.91K -42 -21%
FA
1105
Fortis Advisors
Pennsylvania
$7K
JWA
1106
JFS Wealth Advisors
Pennsylvania
$7K
LSA
1107
Lion Street Advisors
Texas
$7K +$11.3K +164 New
KFS
1108
Kelly Financial Services
Massachusetts
$6.06K +$69 +1 +0.8%
SGAM
1109
Smith Group Asset Management
Texas
$6K -$6.13M -88,581 -100%
LF
1110
Lee Financial
Texas
$6K
MCM
1111
McMillion Capital Management
North Carolina
$6K
CWM
1112
Cedar Wealth Management
California
$6K +$8.99K +130 New
NSIM
1113
North Star Investment Management
Illinois
$5K -$34.6K -500 -83%
CFFP
1114
Center for Financial Planning
Michigan
$5K -$25.6K -370 -77%
GWMIA
1115
Global Wealth Management Investment Advisory
Florida
$5K -$1.18K -17 -12%
BBA
1116
Braun-Bostich & Associates
Pennsylvania
$5K
DOA
1117
D'Orazio & Associates
Virginia
$5K
BEI
1118
Benjamin Edwards Inc
Missouri
$5K +$8.1K +117 New
BWM
1119
Baystate Wealth Management
Massachusetts
$4K -$62.6K -905 -91%
SL
1120
Savior LLC
Massachusetts
$4K -$11.5K -166 -65%
LPWM
1121
Lake Point Wealth Management
Texas
$4K
VCP
1122
Verus Capital Partners
Arizona
$4K
WWM
1123
Willingdon Wealth Management
North Carolina
$4K +$3.04K +44 +92%
PCMK
1124
Paragon Capital Management (Kansas)
Kansas
$4K +$5.74K +83 New
RWM
1125
Raffa Wealth Management
District of Columbia
$3.01K +$1.18K +17 +35%