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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Avior Wealth Management
Nebraska
$700 – – –
CHA
727
Carmichael Hill & Associates
Maryland
$699 -$191 -2 -22%
MPCL
728
My Personal CFO LLC
Washington
$601 +$573 +6 New
LWP
729
Lumature Wealth Partners
Georgia
$599 -$573 -6 -50%
CFD
730
Creative Financial Designs
Indiana
$599 -$191 -2 -25%
EL
731
EMFO LLC
Florida
$599 – – –
MWM
732
Mascoma Wealth Management
New Hampshire
$599 – – –
IRAG
733
Investment Research & Advisory Group
Georgia
$599 +$573 +6 New
KOCAA
734
Knights of Columbus Asset Advisors
Connecticut
$599 +$573 +6 New
OSNBOA
735
Old Second National Bank of Aurora
Illinois
$599 +$573 +6 New
RFA
736
Register Financial Advisors
Georgia
$599 +$573 +6 New
TWD
737
True Wealth Design
Ohio
$599 +$573 +6 New
USCWA
738
U.S. Capital Wealth Advisors
Texas
$599 +$573 +6 New
NF
739
Norwood Financial
Pennsylvania
$598 – – –
SSC
740
Syverson Strege & Co
Iowa
$502 – – –
WWP
741
WR Wealth Planners
Missouri
$502 – – –
AA
742
Addison Advisors
Vermont
$499 -$191 -2 -29%
CMA
743
Cedar Mountain Advisors
Oregon
$499 – – –
SCA
744
Stonebridge Capital Advisors
Minnesota
$499 – – –
TLCM
745
Twin Lakes Capital Management
California
$499 – – –
WPWM
746
Western Pacific Wealth Management
Illinois
$499 – – –
LWA
747
Lowe Wealth Advisors
Maryland
$499 +$191 +2 +67%
GIA
748
GHP Investment Advisors
Colorado
$409 – – –
HWMA
749
Heritage Wealth Management (Arizona)
Arizona
$399 -$6.98K -73 -95%
RDFA
750
Ritter Daniher Financial Advisory
Ohio
$399 -$287 -3 -43%