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Name Holding Trade Value Shares
Change
Change in
Stake
LF
776
Lee Financial
Texas
$6K – – –
KFI
777
Key Financial Inc
Pennsylvania
$6K +$1.67K +10 +42%
PMFA
778
Plante Moran Financial Advisors
Michigan
$6K +$2K +12 +46%
MAWCM
779
Mine & Arao Wealth Creation & Management
California
$6K +$6.17K +37 New
CI Investments Inc
780
CI Investments Inc
Ontario, Canada
$5K – – –
CFGS
781
Concourse Financial Group Securities
Alabama
$5K – – –
SCA
782
Stuart Chaussee & Associates
California
$5K +$4.84K +29 New
SFO
783
Standard Family Office
South Dakota
$5K +$5.51K +33 New
JMF
784
Johnson Midwest Financial
Iowa
$4K – – –
PP
785
Pacifica Partners
Canada
$4K – – –
RFA
786
Reilly Financial Advisors
California
$4K – – –
JWA
787
JFS Wealth Advisors
Pennsylvania
$4K +$4.34K +26 New
CCM
788
Covington Capital Management
California
$3K -$834 -5 -20%
AWM
789
AllSquare Wealth Management
New York
$3K – – –
BWM
790
BerganKDV Wealth Management
Minnesota
$3K – – –
EWM
791
Edge Wealth Management
New York
$3K – – –
PG
792
Proffitt & Goodson
Tennessee
$3K – – –
VRM
793
Vectors Research Management
New York
$3K – – –
CA
794
CoreCap Advisors
Michigan
$3K +$2.67K +16 New
C
795
Covestor
United Kingdom
$3K +$2.84K +17 New
SC
796
Schubert & Co
Texas
$3K +$2.84K +17 New
AP
797
Arlington Partners
Alabama
$3K +$3.34K +20 New
WPA
798
West Paces Advisors
Georgia
$2.97K – – –
BFC
799
Bedel Financial Consulting
Indiana
$2K – – –
CTB
800
Country Trust Bank
Illinois
$2K – – –