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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
576
TFC Financial Management
Massachusetts
$3K – – –
WLPWM
577
Walled Lake Planning & Wealth Management
Illinois
$3K – – –
MCM
578
Manchester Capital Management
Vermont
$3K +$776 +10 +38%
KFP
579
KB Financial Partners
New Jersey
$3K +$2.48K +32 New
WP
580
WealthShield Partners
North Carolina
$3K +$2.72K +35 New
EWM
581
Elmwood Wealth Management
California
$3K +$3.18K +41 New
CT
582
Caldwell Trust
Florida
$2.69K – – –
TFIPS
583
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.53K – – –
CQS
584
Credential Qtrade Securities
$2.29K +$2.25K +29 New
KFS
585
Kelly Financial Services
Massachusetts
$2.16K – – –
BDWM
586
Brewin Dolphin Wealth Management
Ireland
$2.06K -$931 -12 -32%
SWA
587
Sutton Wealth Advisors
Florida
$2.06K +$543 +7 +37%
LWA
588
Lenox Wealth Advisors
New York
$2K -$1.63K -21 -50%
RFA
589
Reilly Financial Advisors
California
$2K -$388 -5 -19%
ACM
590
AUA Capital Management
Pennsylvania
$2K -$310 -4 -15%
FCM
591
Firestone Capital Management
Florida
$2K -$233 -3 -12%
APWA
592
Atlas Private Wealth Advisors
New Jersey
$2K -$155 -2 -10%
CFFP
593
Center for Financial Planning
Michigan
$2K -$78 -1 -5%
OIA
594
Optimum Investment Advisors
Illinois
$2K -$78 -1 -4%
PWMG
595
Prestige Wealth Management Group
New Jersey
$2K -$78 -1 -3%
APC
596
Aspire Private Capital
North Carolina
$2K – – –
BWM
597
Baystate Wealth Management
Massachusetts
$2K – – –
BG
598
Bollard Group
Massachusetts
$2K – – –
COCM
599
Charter Oak Capital Management
New Hampshire
$2K – – –
CFG
600
CKW Financial Group
Hawaii
$2K – – –