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Name Holding Trade Value Shares
Change
Change in
Stake
RMC
1301
Resources Management Corp
Connecticut
$9K
CMBA
1302
C.M. Bidwell & Associates
Hawaii
$8K
LPWM
1303
Lake Point Wealth Management
Texas
$8K +$7.29K +90 New
HGWM
1304
Harvest Group Wealth Management
Massachusetts
$7K -$891 -11 -11%
LWM
1305
Lenox Wealth Management
Ohio
$7K
EWA
1306
Evolution Wealth Advisors
Florida
$7K +$1.86K +23 +42%
VCP
1307
Verus Capital Partners
Arizona
$7K +$6.4K +79 New
TL
1308
TrueWealth LLC
Georgia
$5K
GWS
1309
Glassman Wealth Services
Virginia
$5K +$1.13K +14 +29%
SQA
1310
Simon Quick Advisors
New Jersey
$5K +$4.62K +57 New
WQ
1311
Wealth Quarterback
New Jersey
$4.66K +$4.38K +54 New
RWM
1312
Raffa Wealth Management
District of Columbia
$4.19K
WWM
1313
Willingdon Wealth Management
North Carolina
$4K -$3.4K -42 -47%
HWM
1314
Holloway Wealth Management
Florida
$4K
LFG
1315
LifePlan Financial Group
Ohio
$4K
FPS
1316
Fieldpoint Private Securities
Connecticut
$4K +$2.35K +29 +132%
WCM
1317
Wealthcare Capital Management
Virginia
$4K +$3.73K +46 New
CCM
1318
Copeland Capital Management
Pennsylvania
$3K
UFF
1319
USA Financial Formulas
Michigan
$3K +$2.43K +30 New
HH
1320
HWG Holdings
Texas
$3K +$2.67K +33 New
CAC
1321
Certified Advisory Corp
Florida
$3K +$2.92K +36 New
CA
1322
Crewe Advisors
Utah
$3K +$3.08K +38 New
Simplex Trading
1323
Simplex Trading
Illinois
$3K +$3.32K +41 New
PFGIA
1324
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$81 -1 -4%
PWP
1325
Personal Wealth Partners
Minnesota
$2K