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Alcoa
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Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
401
Credential Qtrade Securities
$2.04K – – –
TFGT
402
TS Financial Group (TSFG)
Illinois
$2K -$1.79K -66 -50%
CT
403
Caldwell Trust
Florida
$1.97K -$731 -27 -32%
BC
404
Barrett & Company
Rhode Island
$1.95K – – –
IA
405
IFP Advisors
Florida
$1.94K -$11.2K -413 -88%
SIS
406
Sound Income Strategies
Florida
$1.88K +$1.49K +55 New
GWMIA
407
Global Wealth Management Investment Advisory
Florida
$1.87K – – –
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.84K +$1.46K +54 New
CT
409
Clearstead Trust
Maine
$1.8K – – –
VCM
410
Versant Capital Management
Arizona
$1.73K -$108 -4 -7%
MSFP
411
Mark Sheptoff Financial Planning
Connecticut
$1.73K – – –
AF
412
Advisornet Financial
Minnesota
$1.7K +$27 +1 +2%
RIM
413
Rockbridge Investment Management
New York
$1.7K +$1.35K +50 New
WT
414
Whittier Trust
California
$1.6K -$54 -2 -4%
CFD
415
Creative Financial Designs
Indiana
$1.55K +$27 +1 +2%
NBT
416
Northwest Bank & Trust
Iowa
$1.5K +$1.19K +44 New
MRCM
417
M&R Capital Management
New Jersey
$1.26K – – –
AAP
418
Arax Advisory Partners
Colorado
$1.14K – – –
PK
419
Pflug Koory
Nebraska
$1.12K – – –
TC
420
Truvestments Capital
Florida
$1.12K – – –
S
421
Sachetta
Massachusetts
$1.02K +$812 +30 New
FWM
422
Focused Wealth Management
New York
$1.01K – – –
RDIA
423
RE Dickinson Investment Advisors
Iowa
$1K -$1.35K -50 -68%
CSB
424
City State Bank
Iowa
$1K – – –
AW
425
Avion Wealth
Texas
$1K +$541 +20 New
15 16
17
18 19