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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
501
Lumature Wealth Partners
Georgia
$6.17K -$829 -13 -13%
FWM
502
Focused Wealth Management
New York
$6.11K – – –
CSWM
503
Cassady Schiller Wealth Management
Ohio
$5.96K +$5.55K +87 New
CWC
504
Carolinas Wealth Consulting
North Carolina
$5.83K +$5.42K +85 New
AA
505
Addison Advisors
Vermont
$5.69K +$5.29K +83 New
LWCFA
506
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.48K – – –
MSCM
507
McElhenny Sheffield Capital Management
Texas
$5.48K +$5.1K +80 New
SWM
508
Sugarloaf Wealth Management
Georgia
$5.35K +$3.25K +51 +189%
MTIC
509
Missouri Trust & Investment Company
Missouri
$5K – – –
TSWM
510
Tyler-Stone Wealth Management
Ohio
$5K – – –
CQS
511
Credential Qtrade Securities
$4.93K – – –
GI
512
Gradient Investments
Minnesota
$4.59K -$4.34K -68 -50%
BWL
513
Bogart Wealth LLC
Virginia
$4.18K +$510 +8 +15%
FNBOSM
514
First National Bank of South Miami
Florida
$4K -$13.6K -213 -78%
HWA
515
HHM Wealth Advisors
Tennessee
$3.63K +$3.38K +53 New
BWM
516
BerganKDV Wealth Management
Minnesota
$3.43K – – –
RWM
517
Raffa Wealth Management
District of Columbia
$3.36K – – –
BWAM
518
Boyd Watterson Asset Management
Ohio
$3.15K +$2.93K +46 New
BCMLT
519
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.08K – – –
LFG
520
Larson Financial Group
Missouri
$3.02K – – –
LJHT
521
Laurie J. Hall Trustee
$3K -$9.57K -150 -79%
FRA
522
Front Row Advisors
California
$3K – – –
HBW
523
Hazlett, Burt & Watson
West Virginia
$3K – – –
TFA
524
Transamerica Financial Advisors
Florida
$3K – – –
TC
525
Trust Company
Kansas
$3K – – –
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