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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
776
Sound Income Strategies
Florida
$9K
BWL
777
Bogart Wealth LLC
Virginia
$9K +$140 +5 +1%
AS
778
Altshuler Shaham
Israel
$8K -$500K -17,855 -99%
HFM
779
Hartford Financial Management
Connecticut
$8K
SWM
780
Sugarloaf Wealth Management
Georgia
$8K
WT
781
Whittier Trust
California
$8K
DTIM
782
Danda Trouve Investment Management
Kansas
$8K +$8.4K +300 New
HI
783
Hudock Inc
Pennsylvania
$7K -$2.94K -105 -30%
EWM
784
Endurance Wealth Management
Rhode Island
$7K
LAS
785
Lloyd Advisory Services
Georgia
$7K
RFA
786
Reilly Financial Advisors
California
$7K
HFA
787
Hoover Financial Advisors
Pennsylvania
$7K +$6.44K +230 New
VAIA
788
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.32K -190 -49%
KFS
789
Kelly Financial Services
Massachusetts
$5.2K
ADL
790
Asset Dedication LLC
California
$5K -$7K -250 -60%
AssetMark Inc
791
AssetMark Inc
California
$5K
CHC
792
City Holding Co
West Virginia
$5K
MIM
793
Macroview Investment Management
Maryland
$4K -$280 -10 -7%
FMP
794
Financial Management Professionals
Texas
$4K
GI
795
Gradient Investments
Minnesota
$4K
VCM
796
Versant Capital Management
Arizona
$4K
AW
797
Avion Wealth
Texas
$4K +$1.12K +40 +40%
CA
798
Crewe Advisors
Utah
$4K +$3.92K +140 New
CFFP
799
Center for Financial Planning
Michigan
$3K
PWMG
800
Prestige Wealth Management Group
New Jersey
$3K