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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
901
Sound Income Strategies
Florida
$9K -$38.9K -112 -84%
FEG
902
Financial Enhancement Group
Indiana
$9K -$4.17K -12 -33%
AL
903
ADE LLC
Maryland
$9K – – –
CAGAS
904
Capital Advisory Group Advisory Services
Minnesota
$9K – – –
SC
905
Sierra Capital
Florida
$9K – – –
FPS
906
Fieldpoint Private Securities
Connecticut
$9K +$4.17K +12 +92%
RWM
907
Raffa Wealth Management
District of Columbia
$8.28K -$9.03K -26 -55%
OSNBOA
908
Old Second National Bank of Aurora
Illinois
$8K – – –
SFSIG
909
San Francisco Sentry Investment Group
California
$8K – – –
BWM
910
Baystate Wealth Management
Massachusetts
$7K – – –
JWA
911
JFS Wealth Advisors
Pennsylvania
$7K – – –
FPW
912
Flagship Private Wealth
Massachusetts
$7K – – –
FWM
913
Focused Wealth Management
New York
$6K – – –
VNA
914
Valley National Advisers
Pennsylvania
$6K +$694 +2 +17%
AssetMark Inc
915
AssetMark Inc
California
$6K +$5.55K +16 New
AA
916
AlphaMark Advisors
Kentucky
$5K – – –
JCM
917
Jacobi Capital Management
Pennsylvania
$5K – – –
PWMG
918
Prestige Wealth Management Group
New Jersey
$5K – – –
RIM
919
Rockbridge Investment Management
New York
$5K – – –
TFO
920
Tarbox Family Office
California
$5K +$3.12K +9 +300%
AFS
921
Annapolis Financial Services
Maryland
$4K – – –
GI
922
Gradient Investments
Minnesota
$4K – – –
WQ
923
Wealth Quarterback
New Jersey
$4K +$2.78K +8 New
GAM
924
Gemmer Asset Management
California
$4K +$3.47K +10 New
PWS
925
Paragon Wealth Strategies
Florida
$4K +$3.47K +10 New