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Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
301
Geneos Wealth Management
Colorado
$12K +$13.1K +126 New
Farmers & Merchants Investments Inc
302
Farmers & Merchants Investments Inc
Nebraska
$11K +$11.9K +115 New
HWM
303
HighMark Wealth Management
Minnesota
$10K – – –
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$9K -$1.04K -10 -10%
FAG
305
Fortitude Advisory Group
Washington
$6K +$1.97K +19 +51%
HM Payson & Co
306
HM Payson & Co
Maine
$5K – – –
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.29K +51 New
Hantz Financial Services
308
Hantz Financial Services
Michigan
$5K +$5.5K +53 New
ACM
309
AUA Capital Management
Pennsylvania
$4K – – –
LF
310
Lee Financial
Texas
$4K – – –
JWA
311
JFS Wealth Advisors
Pennsylvania
$3K +$1.56K +15 +125%
TFGT
312
TS Financial Group (TSFG)
Illinois
$3K +$3.01K +29 New
CFGS
313
Concourse Financial Group Securities
Alabama
$2K +$622 +6 +50%
Arax Advisory Partners
314
Arax Advisory Partners
Colorado
$1K -$1.04K -10 -63%
Parallel Advisors
315
Parallel Advisors
California
$1K – – –
SC
316
Schubert & Co
Texas
$1K – – –
TFA
317
Toth Financial Advisory
Virginia
$1K – – –
DI
318
Disciplined Investments
Oklahoma
$1K +$726 +7 New
LC
319
Lindbrook Capital
California
$1K +$934 +9 New
BCMLT
320
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$1.04K +10 New
CI
321
Cordant Inc
Oregon
$1K +$1.56K +15 New
CCMLC
322
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$26.7M -239,787 Closed
ACM
323
Arosa Capital Management
Florida
– -$9.45M -85,000 Closed
CAM
324
ClariVest Asset Management
California
– -$5.63M -50,663 Closed
JC
325
Jetstream Capital
Tennessee
– -$4.45M -40,000 Closed