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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
976
Liberty Wealth Management
California
$43K -$7.6K -100 -16%
NIC
977
Northwest Investment Counselors
Oregon
$43K +$40.2K +529 New
MSFP
978
Mark Sheptoff Financial Planning
Connecticut
$41K
FGA
979
Fortis Group Advisors
New Jersey
$38K +$36K +474 New
JIR
980
James Investment Research
Ohio
$36K -$34.2K -450 -51%
HR
981
Howe & Rusling
New York
$36K -$4.71K -62 -12%
POIA
982
Pin Oak Investment Advisors
Texas
$35K -$12.4K -163 -27%
CWM
983
Cedar Wealth Management
California
$35K
MA
984
MUFG Americas
New York
$34K
RBC
985
Roble Belko & Company
Pennsylvania
$34K
TC
986
Trust Company
Kansas
$34K
NFSG
987
Newbridge Financial Services Group
Florida
$34K +$32.2K +424 New
CA
988
Clearstead Advisors
Ohio
$32K -$7.98K -105 -21%
DOA
989
D'Orazio & Associates
Virginia
$32K
MRCM
990
M&R Capital Management
New Jersey
$32K
FCM
991
Firestone Capital Management
Florida
$32K +$22.8K +300 +323%
WCG
992
Weaver Consulting Group
California
$30K
ABC
993
Associated Banc-Corp
Wisconsin
$29K
SBL
994
Sargent Bickham Lagudis
Colorado
$29K
MWA
995
Moser Wealth Advisors
Washington
$29K +$27.4K +360 New
PFS
996
Prospera Financial Services
Texas
$28K +$26.2K +345 New
CI
997
CX Institutional
Indiana
$27K
AWMS
998
Advocacy Wealth Management Services
Georgia
$26K -$15K -198 -39%
GAM
999
Gemmer Asset Management
California
$26K
FWM
1000
Focused Wealth Management
New York
$25K