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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1176
Navigoe Wealth Management
California
$1K +$1.15K +5 New
POIA
1177
Pin Oak Investment Advisors
Texas
$1K +$1.15K +5 New
CIA
1178
Cape Investment Advisory
Georgia
$968 +$921 +4 New
DF
1179
Downshift Financial
Colorado
$968 +$921 +4 New
JFA
1180
JNBA Financial Advisors
Minnesota
$968 +$921 +4 New
PMFA
1181
Plante Moran Financial Advisors
Michigan
$968 +$921 +4 New
BIM
1182
Breakwater Investment Management
Washington
$726 – – –
MWM
1183
Mascoma Wealth Management
New Hampshire
$726 – – –
NL
1184
NVWM LLC
Pennsylvania
$726 – – –
RFS
1185
Richardson Financial Services
Massachusetts
$726 – – –
SA
1186
Seneschal Advisors
Washington
$726 – – –
UCB
1187
United Community Bank
South Carolina
$726 – – –
PEAK6
1188
PEAK6
Illinois
$525 +$461 +2 New
NRG
1189
Nemes Rush Group
Michigan
$484 – – –
RPA
1190
Redwood Park Advisors
California
$484 – – –
T
1191
Tidemark
California
$484 – – –
TC
1192
Trust Company
Kansas
$484 – – –
TIAA Trust, National Association
1193
TIAA Trust, National Association
North Carolina
$242 -$29.5K -128 -99%
3FI
1194
3 Factor Indexing
California
$242 – – –
BHWM
1195
Beaird Harris Wealth Management
Texas
$242 – – –
NWS
1196
Nvest Wealth Strategies
Ohio
$242 – – –
HIA
1197
Highland Investment Advisors
Florida
$242 +$230 +1 New
MCA
1198
Maryland Capital Advisors
Maryland
$242 +$230 +1 New
MWM
1199
Mosley Wealth Management
California
$242 +$230 +1 New
RJA
1200
Ross\Johnson & Associates
Minnesota
$242 +$230 +1 New