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Name Holding Trade Value Shares
Change
Change in
Stake
PS
301
Principal Securities
Iowa
$867 -$5.39K -258 -84%
ADL
302
Asset Dedication LLC
California
$867 – – –
IA
303
IFS Advisors
Kansas
$867 – – –
SOS
304
Silver Oak Securities
Tennessee
$780 +$940 +45 New
BIA
305
Bell Investment Advisors
California
$711 – – –
SWA
306
SOA Wealth Advisors
New York
$694 – – –
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$676 -$439 -21 -35%
GSWM
308
Golden State Wealth Management
California
$520 +$334 +16 +114%
AssetMark Inc
309
AssetMark Inc
California
$347 -$543 -26 -57%
JFA
310
JNBA Financial Advisors
Minnesota
$347 – – –
KFP
311
Kerr Financial Planning
California
$346 +$522 +25 New
FC
312
Fairscale Capital
New Hampshire
$295 – – –
HC
313
Hurley Capital
New York
$173 -$6.79K -325 -97%
SIS
314
Strategic Investment Solutions
Illinois
$173 – – –
NSIM
315
North Star Investment Management
Illinois
$87 – – –
NC
316
North Capital
Utah
$87 +$21 +1 +25%
OC
317
Oakworth Capital
Alabama
$87 +$104 +5 New
SA
318
Strategic Advocates
Utah
$87 +$104 +5 New
HWA
319
Heritage Wealth Advisors
Virginia
$52 – – –
SIS
320
Sound Income Strategies
Florida
$45 – – –
LWMI
321
Legacy Wealth Management (Idaho)
Idaho
$35 – – –
MA
322
MCF Advisors
Kentucky
$18 – – –
FFA
323
Frazier Financial Advisors
Ohio
$18 +$21 +1 New
HIA
324
HFM Investment Advisors
New Jersey
$17 – – –
MWPCG
325
Measured Wealth Private Client Group
New Hampshire
$13 +$21 +1 New