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Name Holding Trade Value Shares
Change
Change in
Stake
SL
301
Savior LLC
Massachusetts
$9K – – –
TCOV
302
Trust Company of Vermont
Vermont
$8K -$1.95K -15 -20%
FMP
303
Financial Management Professionals
Texas
$8K – – –
PWMG
304
Prestige Wealth Management Group
New Jersey
$7K -$780 -6 -11%
Global Retirement Partners
305
Global Retirement Partners
California
$7K – – –
IFP Advisors
306
IFP Advisors
Florida
$7K – – –
LWANC
307
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
BBL
308
Beck Bode LLC
Massachusetts
$7K +$6.5K +50 New
PCM
309
Prelude Capital Management
New York
$7K +$6.5K +50 New
DI
310
Disciplined Investments
Oklahoma
$6K – – –
LFG
311
LifePlan Financial Group
Ohio
$6K – – –
MF
312
Manchester Financial
California
$6K – – –
KFS
313
Kelly Financial Services
Massachusetts
$5.72K – – –
WhitTier Trust Company
314
WhitTier Trust Company
Nevada
$5K – – –
Candriam SCA
315
Candriam SCA
Luxembourg
$5K +$130 +1 +3%
TD Private Client Wealth
316
TD Private Client Wealth
New York
$4.5K – – –
HWM
317
HighMark Wealth Management
Minnesota
$4K – – –
RIA
318
RPG Investment Advisory
California
$4K – – –
NFG
319
Next Financial Group
Texas
$4K +$3.51K +27 New
FP
320
Fiduciary Planning
Florida
$4K +$4.29K +33 New
LWM
321
Liberty Wealth Management
California
$3K – – –
CMBA
322
C.M. Bidwell & Associates
Hawaii
$3K +$2.73K +21 New
CA
323
Crewe Advisors
Utah
$3K +$2.73K +21 New
HM Payson & Co
324
HM Payson & Co
Maine
$3K +$3.12K +24 New
SC
325
Slow Capital
California
$3K +$3.38K +26 New