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Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
2201
Kings Point Capital Management
New York
$93K +$48.3K +350 +99%
SFA
2202
Spectrum Financial Alliance
Kentucky
$92K -$414 -3 -0.4%
FPB
2203
First PREMIER Bank
South Dakota
$92K
CFD
2204
Creative Financial Designs
Indiana
$91K +$1.38K +10 +1%
WAM
2205
Watermark Asset Management
California
$89K
NWM
2206
Northwest Wealth Management
Iowa
$83K
RFWA
2207
RPg Family Wealth Advisory
Massachusetts
$80.9K +$59.4K +430 +235%
MUS
2208
Mitsubishi UFJ Securities
Japan
$78K -$146K -1,060 -64%
CAL
2209
Capital Advisors Ltd
Ohio
$77K
FWM
2210
Focused Wealth Management
New York
$69K +$23.5K +170 +48%
GSC
2211
G&S Capital
Colorado
$68K +$33.1K +240 +86%
FA
2212
Financial Advantage
Maryland
$68K +$71.8K +520 New
SQA
2213
Simon Quick Advisors
New Jersey
$66K -$43.9K -318 -39%
OHS
2214
Odey Holdings (Switzerland)
Switzerland
$66K +$34.5K +250 +100%
RWG
2215
Regal Wealth Group
California
$57K
FGC
2216
Financial Gravity Companies
Texas
$57K +$56.6K +410 New
EWM
2217
Elmwood Wealth Management
California
$53K
KL
2218
KWMG LLC
Kansas
$53K +$3.59K +26 +7%
BL
2219
Balentine LLC
Georgia
$52K
CAGAS
2220
Capital Advisory Group Advisory Services
Minnesota
$52K +$33.4K +242 +177%
CIM
2221
Contravisory Investment Management
Massachusetts
$52K +$35.2K +255 +181%
CLM
2222
ClearBridge LLC (Maryland)
Maryland
$49K -$70.4K -510 -58%
EI
2223
Ellevest Inc
New York
$46K +$47.8K +346 New
CFA
2224
Camarda Financial Advisors
Florida
$44K
IF
2225
Ironwood Financial
Arizona
$44K +$18.6K +135 +68%