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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
326
Clear Perspective Advisors
Illinois
$1K – – –
DAM
327
Delta Asset Management
Tennessee
$1K – – –
GI
328
Gradient Investments
Minnesota
$1K – – –
IBOK
329
Independence Bank of Kentucky
Kentucky
$1K – – –
IP
330
Isthmus Partners
Wisconsin
$1K – – –
MSA
331
Marino Stram & Associates
Massachusetts
$1K – – –
MFBTD
332
MB Financial Bank - Trust Department
Illinois
$1K – – –
MFW
333
Mosaic Family Wealth
Missouri
$1K – – –
M
334
MOTCO
Texas
$1K – – –
NSIM
335
North Star Investment Management
Illinois
$1K – – –
PCG
336
Private Capital Group
Connecticut
$1K – – –
QI
337
QS Investors
New York
$1K – – –
Rockefeller Capital Management
338
Rockefeller Capital Management
New York
$1K – – –
TL
339
TrueWealth LLC
Georgia
$1K – – –
TFS
340
TrustCore Financial Services
Tennessee
$1K – – –
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
CAW
342
Cornerstone Advisors (Washington)
Washington
$1K +$57 +1 +5%
PW
343
Price Wealth
Texas
$1K +$681 +12 +100%
BAMG
344
Brand Asset Management Group
Missouri
$1K +$965 +17 New
CWA
345
Clarus Wealth Advisors
Arizona
$1K +$1.19K +21 New
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.36K +24 New
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$1K +$1.53K +27 New
Toronto Dominion Bank
348
Toronto Dominion Bank
Ontario, Canada
$1K +$1.7K +30 New
RWM
349
Raffa Wealth Management
District of Columbia
$738 – – –
First Eagle Investment Management
350
First Eagle Investment Management
New York
– -$28.9M -484,097 Closed