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Name Holding Trade Value Shares
Change
Change in
Stake
EW
201
Evoke Wealth
California
$7K
MA
202
MCF Advisors
Kentucky
$7K
TIM
203
Tortoise Investment Management
New York
$7K
TVWM
204
Tower View Wealth Management
Wisconsin
$7K
TF
205
TimeScale Financial
Massachusetts
$7K +$6.38K +100 New
GWM
206
Geneos Wealth Management
Colorado
$6K
RCA
207
Ranch Capital Advisors
Florida
$6K
FRA
208
Front Row Advisors
California
$6K +$6.38K +100 New
WIM
209
Westside Investment Management
California
$5.55K
AWM
210
AllSquare Wealth Management
New York
$5K
HI
211
Harbour Investments
Wisconsin
$5K +$638 +10 +17%
US Bancorp
212
US Bancorp
Minnesota
$5K +$4.72K +74 New
QCG
213
Quadrant Capital Group
Ohio
$5K +$4.78K +75 New
GAM
214
Gemmer Asset Management
California
$4K
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$3K -$10.2K -160 -80%
ADL
216
Asset Dedication LLC
California
$3K
CA
217
Centerpoint Advisors
Massachusetts
$3K
GWS
218
Glassman Wealth Services
Virginia
$3K
HI
219
Hudock Inc
Pennsylvania
$3K
MCM
220
Manchester Capital Management
Vermont
$3K
TCM
221
Tradewinds Capital Management
Washington
$3K
AWM
222
Atticus Wealth Management
Florida
$3K +$2.55K +40 New
AII
223
AGF Investments Inc
Ontario, Canada
$3K +$3.19K +50 New
BCM
224
Blume Capital Management
California
$3K +$3.19K +50 New
SOW
225
State of Wyoming
Wyoming
$2K +$2.3K +36 New