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Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
901
Capital Advisory Group Advisory Services
Minnesota
$9K
SC
902
Sierra Capital
Florida
$9K
FPS
903
Fieldpoint Private Securities
Connecticut
$9K +$4.17K +12 +92%
RWM
904
Raffa Wealth Management
District of Columbia
$8.28K -$9.03K -26 -55%
Nisa Investment Advisors
905
Nisa Investment Advisors
Missouri
$8.07K +$391K +1,125 +6%
OSNBOA
906
Old Second National Bank of Aurora
Illinois
$8K
SFSIG
907
San Francisco Sentry Investment Group
California
$8K
BWM
908
Baystate Wealth Management
Massachusetts
$7K
JWA
909
JFS Wealth Advisors
Pennsylvania
$7K
FPW
910
Flagship Private Wealth
Massachusetts
$7K
FWM
911
Focused Wealth Management
New York
$6K
VNA
912
Valley National Advisers
Pennsylvania
$6K +$694 +2 +17%
AssetMark Inc
913
AssetMark Inc
California
$6K +$5.55K +16 New
AA
914
AlphaMark Advisors
Kentucky
$5K
JCM
915
Jacobi Capital Management
Pennsylvania
$5K
PWMG
916
Prestige Wealth Management Group
New Jersey
$5K
RIM
917
Rockbridge Investment Management
New York
$5K
TFO
918
Tarbox Family Office
California
$5K +$3.12K +9 +300%
AFS
919
Annapolis Financial Services
Maryland
$4K
GI
920
Gradient Investments
Minnesota
$4K
WQ
921
Wealth Quarterback
New Jersey
$4K +$2.78K +8 New
GAM
922
Gemmer Asset Management
California
$4K +$3.47K +10 New
PWS
923
Paragon Wealth Strategies
Florida
$4K +$3.47K +10 New
WBC
924
West Branch Capital
Massachusetts
$4K +$3.47K +10 New
FHC
925
First Horizon Corporation
Tennessee
$3K