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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
501
Burkett Financial Services
South Carolina
$486 – – –
CJH
502
Christopher J. Hasenberg
Wisconsin
$484 – – –
OLVIG
503
Oliver Lagore Vanvalin Investment Group
Michigan
$458 – – –
CWM
504
Compass Wealth Management
Connecticut
$400 – – –
SRCM
505
Signature Resources Capital Management
California
$399 – – –
API
506
Asset Planning Inc
California
$399 +$428 +47 New
GIA
507
GHP Investment Advisors
Colorado
$383 -$2.86K -314 -87%
OC
508
Oarsman Capital
Wisconsin
$382 – – –
HI
509
Hoey Investments
Pennsylvania
$357 – – –
AWM
510
Accredited Wealth Management
Kentucky
$349 +$364 +40 New
SIC
511
Salem Investment Counselors
North Carolina
$315 – – –
FRA
512
Front Row Advisors
California
$288 – – –
MFG
513
Mendota Financial Group
Wisconsin
$264 -$191 -21 -40%
TWD
514
True Wealth Design
Ohio
$230 – – –
SC
515
Swan Capital
Florida
$212 – – –
AssetMark Inc
516
AssetMark Inc
California
$205 -$99.1K -10,886 -100%
ACM
517
Anfield Capital Management
California
$204 – – –
AP
518
Aspect Partners
Virginia
$195 – – –
ETS
519
ESL Trust Services
New York
$195 +$209 +23 New
SS
520
Sunbelt Securities
Texas
$135 -$975 -107 -87%
CFFP
521
Center for Financial Planning
Michigan
$119 -$2.64K -290 -95%
MG
522
Mather Group
Illinois
$119 – – –
SIS
523
Strategic Investment Solutions
Illinois
$119 – – –
CIM
524
Contravisory Investment Management
Massachusetts
$76 – – –
FFO
525
Fortitude Family Office
Arizona
$76 +$82 +9 New