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Name Holding Trade Value Shares
Change
Change in
Stake
BEI
651
Benjamin Edwards Inc
Missouri
$3K
CFG
652
CKW Financial Group
Hawaii
$3K
BG
653
Bollard Group
Massachusetts
$3K +$496 +5 +25%
RWM
654
Raffa Wealth Management
District of Columbia
$2.96K
RTL
655
Red Tortoise LLC
Georgia
$2.85K -$199 -2 -7%
JGIA
656
Jackson Grant Investment Advisers
Connecticut
$2.85K
EDRH
657
Edmond de Rothschild Holding
Switzerland
$2.74K
OIA
658
Optimum Investment Advisors
Illinois
$2.74K
FPF
659
First Pacific Financial
Washington
$2.74K +$2.48K +25 New
CAM
660
Chesapeake Asset Management
New York
$2.74K -$199 -2 -7%
BC
661
Barrett & Company
Rhode Island
$2.65K -$99 -1 -4%
VWM
662
Venturi Wealth Management
Texas
$2.63K +$695 +7 +41%
SS
663
Sunbelt Securities
Texas
$2.63K +$298 +3 +14%
CFFP
664
Center for Financial Planning
Michigan
$2.52K
AAG
665
Armstrong Advisory Group
Massachusetts
$2.52K +$496 +5 +28%
DI
666
Disciplined Investments
Oklahoma
$2.41K -$1.29K -13 -37%
MAWCM
667
Mine & Arao Wealth Creation & Management
California
$2.41K
LSA
668
Leonteq Securities AG
Switzerland
$2.3K
CSC
669
Caldwell Sutter Capital
California
$2.3K +$397 +4 +24%
HRC
670
Hoertkorn Richard Charles
$2.19K
LTI
671
Laffer Tengler Investments
Tennessee
$2.19K
PMFA
672
Plante Moran Financial Advisors
Michigan
$2.19K
BWM
673
Baystate Wealth Management
Massachusetts
$2.13K
NECFA
674
New England Capital Financial Advisors
Connecticut
$2.1K
ME
675
McIlrath & Eck
Washington
$2.08K