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Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
726
Legacy Wealth Management (Idaho)
Idaho
$825 -$780 -10 -50%
CCC
727
Chelsea Counsel Company
California
$825
HFM
728
Hartford Financial Management
Connecticut
$825
Kayne Anderson Rudnick Investment Management
729
Kayne Anderson Rudnick Investment Management
California
$825
RPA
730
Redwood Park Advisors
California
$825
GA
731
Guerra Advisors
Florida
$825 +$780 +10 New
BFS
732
Bare Financial Services
Pennsylvania
$743 +$702 +9 New
CMBA
733
C.M. Bidwell & Associates
Hawaii
$660
SA
734
Strategic Advocates
Utah
$660 +$624 +8 New
AIC
735
Archer Investment Corporation
Indiana
$619
CMA
736
Cedar Mountain Advisors
Oregon
$578 +$546 +7 New
CA
737
Crewe Advisors
Utah
$495
MMCM
738
Murphy & Mullick Capital Management
New York
$495
PMFA
739
Plante Moran Financial Advisors
Michigan
$495
FA
740
Financial Avengers
California
$413
GJIA
741
Glass Jacobson Investment Advisors
Maryland
$413
WBC
742
West Branch Capital
Massachusetts
$413
WWM
743
Wolff Wiese Magana
California
$413
ACM
744
Anfield Capital Management
California
$413 +$390 +5 New
SA
745
Seneschal Advisors
Washington
$413 +$390 +5 New
ADL
746
Asset Dedication LLC
California
$330
QWM
747
Quaker Wealth Management
New Jersey
$248
TPCW
748
TD Private Client Wealth
New York
$248
DCM
749
Davis Capital Management
Florida
$248 +$234 +3 New
AUB
750
Atlantic Union Bankshares
Virginia
$165