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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
701
BDO Wealth Advisors
Florida
$5K – – –
CMBA
702
C.M. Bidwell & Associates
Hawaii
$5K – – –
ZB
703
Zions Bancorporation
Utah
$5K – – –
CYG
704
Clean Yield Group
Vermont
$5K +$4.55K +34 New
SWA
705
Sutton Wealth Advisors
Florida
$4.27K – – –
CFD
706
Creative Financial Designs
Indiana
$4K – – –
SB
707
Strategic Blueprint
Georgia
$4K +$3.88K +29 New
RWM
708
Raffa Wealth Management
District of Columbia
$3.6K – – –
BWP
709
Baldwin Wealth Partners
Massachusetts
$3K – – –
PP
710
Pacifica Partners
Canada
$3K – – –
CFGS
711
Concourse Financial Group Securities
Alabama
$2K – – –
HI
712
Hudock Inc
Pennsylvania
$2K – – –
UFF
713
USA Financial Formulas
Michigan
$2K – – –
ACA
714
Atlas Capital Advisors
Wyoming
$1.33K +$1.34K +10 New
CWC
715
Carolinas Wealth Consulting
North Carolina
$1K – – –
CAM
716
ClariVest Asset Management
California
$1K – – –
LIM
717
Longfellow Investment Management
Massachusetts
$1K – – –
TSW
718
Thompson Siegel & Walmsley
Virginia
$1K – – –
CFA
719
Carroll Financial Associates
North Carolina
$1K +$804 +6 +86%
SMG
720
Spectrum Management Group
Indiana
$1K +$937 +7 New
GFPC
721
Global Financial Private Client
Florida
$804 – – –
ED
722
Exane Derivatives
France
$270 +$268 +2 New
WA
723
WestEnd Advisors
North Carolina
$133 – – –
Artisan Partners
724
Artisan Partners
Wisconsin
– -$39.1M -306,009 Closed
CVA
725
Ceredex Value Advisors
Florida
– -$38.9M -304,527 Closed