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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
676
Mascoma Wealth Management
New Hampshire
$5K – – –
MFT
677
Moisand Fitzgerald Tamayo
Florida
$5K +$5.05K +45 New
RWM
678
Raffa Wealth Management
District of Columbia
$4.3K – – –
CMBA
679
C.M. Bidwell & Associates
Hawaii
$4K – – –
SWM
680
Sugarloaf Wealth Management
Georgia
$4K – – –
BA
681
Bellwether Advisors
Nebraska
$3K – – –
FCA
682
FinTrust Capital Advisors
South Carolina
$3K – – –
FNBOSM
683
First National Bank of South Miami
Florida
$3K – – –
GKIM
684
GW&K Investment Management
Massachusetts
$3K +$2.35K +21 New
Loomis, Sayles & Company
685
Loomis, Sayles & Company
Massachusetts
$3K +$2.69K +24 New
FMP
686
Financial Management Professionals
Texas
$3K +$3.03K +27 New
CI
687
Cordant Inc
Oregon
$3K +$3.25K +29 New
KFS
688
Kelly Financial Services
Massachusetts
$2.98K – – –
CI Investments Inc
689
CI Investments Inc
Ontario, Canada
$2K -$116K -1,034 -98%
CTB
690
Country Trust Bank
Illinois
$2K – – –
DWA
691
Delos Wealth Advisors
Texas
$2K – – –
KFP
692
KB Financial Partners
New Jersey
$2K – – –
S
693
Surevest
California
$2K – – –
VNA
694
Valley National Advisers
Pennsylvania
$2K – – –
WAS
695
Winch Advisory Services
Wisconsin
$2K – – –
DI
696
Disciplined Investments
Oklahoma
$2K +$1.79K +16 New
T
697
TCWP
Ohio
$2K +$2.58K +23 New
AF
698
Allworth Financial
California
$1K -$18.8K -168 -97%
FWM
699
Focused Wealth Management
New York
$1K -$1.01K -9 -53%
SC
700
Schubert & Co
Texas
$1K -$224 -2 -14%