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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1326
Kelly Financial Services
Massachusetts
$8.78K – – –
PP
1327
Pacifica Partners
Canada
$7K +$2.48K +20 +54%
SFMG
1328
Sage Financial Management Group
Virginia
$7K +$6.81K +55 New
EI
1329
Ellevest Inc
New York
$6K -$74.7K -603 -93%
NSB
1330
Norway Savings Bank
Maine
$6K – – –
PWMG
1331
Prestige Wealth Management Group
New Jersey
$6K – – –
RG
1332
Retirement Group
California
$6K +$6.07K +49 New
SN
1333
Sittner & Nelson
Oregon
$6K +$6.19K +50 New
AIC
1334
Archer Investment Corporation
Indiana
$5.91K – – –
BAM
1335
Bellevue Asset Management
Washington
$5K – – –
FNBOSM
1336
First National Bank of South Miami
Florida
$5K – – –
CAL
1337
Capital Analysts LLC
Pennsylvania
$5K +$1.86K +15 +58%
DAM
1338
Delta Asset Management
Tennessee
$5K +$5.08K +41 New
PWM
1339
Prentice Wealth Management
New York
$5K +$5.33K +43 New
HWM
1340
HighMark Wealth Management
Minnesota
$4K -$2.6K -21 -36%
FFC
1341
First Financial Corp
Indiana
$4K – – –
HFA
1342
Hoover Financial Advisors
Pennsylvania
$4K – – –
LWANC
1343
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$4.33K +35 New
GAM
1344
Grandview Asset Management
Pennsylvania
$4K +$4.71K +38 New
AF
1345
Allworth Financial
California
$3K – – –
ZB
1346
Zions Bancorporation
Utah
$2K -$19K -153 -90%
BWM
1347
Baystate Wealth Management
Massachusetts
$2K +$743 +6 +50%
JPLA
1348
Joseph P. Lucia & Associates
New York
$2K +$2.23K +18 New
ADL
1349
Asset Dedication LLC
California
$1K – – –
BCH
1350
Berkshire Capital Holdings
California
$1K – – –