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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Activest Wealth Management
Florida
$908 – – –
LWMI
727
Legacy Wealth Management (Idaho)
Idaho
$825 -$780 -10 -50%
CCC
728
Chelsea Counsel Company
California
$825 – – –
HFM
729
Hartford Financial Management
Connecticut
$825 – – –
Kayne Anderson Rudnick Investment Management
730
Kayne Anderson Rudnick Investment Management
California
$825 – – –
RPA
731
Redwood Park Advisors
California
$825 – – –
GA
732
Guerra Advisors
Florida
$825 +$780 +10 New
BFS
733
Bare Financial Services
Pennsylvania
$743 +$702 +9 New
CMBA
734
C.M. Bidwell & Associates
Hawaii
$660 – – –
SA
735
Strategic Advocates
Utah
$660 +$624 +8 New
AIC
736
Archer Investment Corporation
Indiana
$619 – – –
CMA
737
Cedar Mountain Advisors
Oregon
$578 +$546 +7 New
CA
738
Crewe Advisors
Utah
$495 – – –
MMCM
739
Murphy & Mullick Capital Management
New York
$495 – – –
PMFA
740
Plante Moran Financial Advisors
Michigan
$495 – – –
FA
741
Financial Avengers
California
$413 – – –
GJIA
742
Glass Jacobson Investment Advisors
Maryland
$413 – – –
WBC
743
West Branch Capital
Massachusetts
$413 – – –
WWM
744
Wolff Wiese Magana
California
$413 – – –
ACM
745
Anfield Capital Management
California
$413 +$390 +5 New
SA
746
Seneschal Advisors
Washington
$413 +$390 +5 New
ADL
747
Asset Dedication LLC
California
$330 – – –
QWM
748
Quaker Wealth Management
New Jersey
$248 – – –
TPCW
749
TD Private Client Wealth
New York
$248 – – –
DCM
750
Davis Capital Management
Florida
$248 +$234 +3 New