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Name Holding Trade Value Shares
Change
Change in
Stake
TC
401
Truvestments Capital
Florida
$4K +$3.91K +123 New
PMFA
402
Plante Moran Financial Advisors
Michigan
$3K -$13.4K -421 -78%
BAM
403
Byrne Asset Management
New Jersey
$3K – – –
EW
404
Evoke Wealth
California
$3K – – –
MWM
405
Mascoma Wealth Management
New Hampshire
$3K – – –
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
PK
407
Pflug Koory
Nebraska
$3K – – –
ST
408
Smithfield Trust
Pennsylvania
$3K – – –
TCWA
409
Ten Capital Wealth Advisors
Washington
$3K – – –
YAL
410
Your Advocates Ltd
Texas
$3K +$1.21K +38 +97%
FBT
411
First Bank & Trust
South Dakota
$2K -$7.89K -248 -75%
FPS
412
Fieldpoint Private Securities
Connecticut
$2K -$6.68K -210 -78%
TFGT
413
TS Financial Group (TSFG)
Illinois
$2K – – –
GWS
414
Glassman Wealth Services
Virginia
$2K +$700 +22 +50%
SC
415
Schubert & Co
Texas
$2K +$1.69K +53 +221%
GEA
416
Glen Eagle Advisors
New Jersey
$1.69K – – –
SWA
417
Sutton Wealth Advisors
Florida
$1.01K +$159 +5 +17%
BFEC
418
Benjamin F. Edwards & Company
Missouri
$1K – – –
TCM
419
Tradewinds Capital Management
Washington
$1K – – –
WWM
420
Wolff Wiese Magana
California
$1K – – –
LC
421
Lindbrook Capital
California
$1K +$64 +2 +9%
EI
422
Ellevest Inc
New York
$1K +$763 +24 New
GI
423
Gradient Investments
Minnesota
$1K +$1.11K +35 New
HFS
424
Heritage Financial Services
Massachusetts
$1K +$1.43K +45 New
BC
425
Burleson & Co
California
$1K +$1.56K +49 New