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Name Holding Trade Value Shares
Change
Change in
Stake
SL
301
Savior LLC
Massachusetts
$8K
FMP
302
Financial Management Professionals
Texas
$8K +$7.56K +61 New
SIM
303
Sonora Investment Management
Arizona
$8K +$7.93K +64 New
IA
304
IFP Advisors
Florida
$7K -$12.4K -100 -64%
PWMG
305
Prestige Wealth Management Group
New Jersey
$7K -$3.97K -32 -36%
GRP
306
Global Retirement Partners
California
$7K
LWANC
307
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
LFG
308
LifePlan Financial Group
Ohio
$6K
MF
309
Manchester Financial
California
$6K
TL
310
TrueWealth LLC
Georgia
$6K
KFS
311
Kelly Financial Services
Massachusetts
$5.42K +$3.72K +30 +231%
DI
312
Disciplined Investments
Oklahoma
$5K
WTC
313
WhitTier Trust Company
Nevada
$5K
CS
314
Candriam SCA
Luxembourg
$5K +$1.12K +9 +29%
TPCW
315
TD Private Client Wealth
New York
$4.27K -$2.35K -19 -36%
RIA
316
RPG Investment Advisory
California
$4K -$8.06K -65 -68%
HWM
317
HighMark Wealth Management
Minnesota
$4K +$372 +3 +10%
LWM
318
Liberty Wealth Management
California
$3K
ME
319
McIlrath & Eck
Washington
$3K
GI
320
Gradient Investments
Minnesota
$2K -$9.92K -80 -83%
CMA
321
Cedar Mountain Advisors
Oregon
$2K
SA
322
SRH Advisors
Kansas
$2K
TFS
323
TrustCore Financial Services
Tennessee
$2K
VNA
324
Valley National Advisers
Pennsylvania
$2K
PMFA
325
Plante Moran Financial Advisors
Michigan
$1K