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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1001
Destination Wealth Management
California
$6K -$6.75K -75 -51%
CHP
1002
Cable Hill Partners
Oregon
$6K
CTB
1003
Country Trust Bank
Illinois
$6K
MSFP
1004
Mark Sheptoff Financial Planning
Connecticut
$6K
CIA
1005
CSat Investment Advisory
Michigan
$6K +$1.26K +14 +26%
MSA
1006
Marino Stram & Associates
Massachusetts
$6K +$2.61K +29 +69%
PCM
1007
Prelude Capital Management
New York
$6K +$6.3K +70 New
GWS
1008
Glassman Wealth Services
Virginia
$5K -$1.62K -18 -23%
1NWS
1009
1 North Wealth Services
Maryland
$5K +$5.04K +56 New
OIA
1010
Optimum Investment Advisors
Illinois
$4K
PK
1011
Pflug Koory
Nebraska
$4K
RIM
1012
Ranger Investment Management
Texas
$4K
RWA
1013
River Wealth Advisors
Pennsylvania
$4K
CFA
1014
Clarfeld Financial Advisors
New York
$4K +$3.69K +41 New
PG
1015
Patten Group
Tennessee
$4K +$3.69K +41 New
CG
1016
Cutler Group
California
$3K -$3.69K -41 -50%
THWM
1017
Taylor Hoffman Wealth Management
Virginia
$3K
EI
1018
Ellevest Inc
New York
$3K +$2.7K +30 New
RWM
1019
Raffa Wealth Management
District of Columbia
$2.82K
UFF
1020
USA Financial Formulas
Michigan
$2K -$3.75M -41,661 -100%
AWM
1021
Avior Wealth Management
Nebraska
$2K
NWM
1022
Northwest Wealth Management
Iowa
$2K
APC
1023
Aspire Private Capital
North Carolina
$2K +$1.71K +19 New
BHWM
1024
Bay Harbor Wealth Management
Maryland
$2K +$1.98K +22 New
JFA
1025
JNBA Financial Advisors
Minnesota
$2K +$2.43K +27 New