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AB InBev
BUD

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
501
Caldwell Trust
Florida
$3.36K +$3.42K +41 New
HGWM
502
Harvest Group Wealth Management
Massachusetts
$3K -$10.5K -126 -76%
1NWS
503
1 North Wealth Services
Maryland
$3K – – –
CFG
504
Citizens Financial Group
Rhode Island
$3K – – –
MWC
505
MBM Wealth Consultants
Missouri
$3K – – –
HIIFS
506
Harel Insurance Investments & Financial Services
Israel
$3K +$2.83K +34 New
SFG
507
Sowa Financial Group
Rhode Island
$3K +$2.92K +35 New
TCOV
508
Trust Company of Vermont
Vermont
$3K +$3.08K +37 New
JFGIW
509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$18.7K -224 -89%
CAC
510
Certified Advisory Corp
Florida
$2K -$12.9K -155 -84%
IBOK
511
Independence Bank of Kentucky
Kentucky
$2K – – –
JCM
512
Jacobi Capital Management
Pennsylvania
$2K – – –
TCM
513
TD Capital Management
Tennessee
$2K – – –
TL
514
TrueWealth LLC
Georgia
$2K – – –
HIA
515
Harbor Investment Advisory
Maryland
$2K +$2.08K +25 New
DI
516
Disciplined Investments
Oklahoma
$2K +$2.33K +28 New
TT
517
TI-Trust
Illinois
$2K +$2.33K +28 New
FP
518
Financial Perspectives
Minnesota
$1.74K +$1.75K +21 New
TF
519
Tompkins Financial
New York
$1K -$12K -144 -90%
FCA
520
FinTrust Capital Advisors
South Carolina
$1K -$8.99K -108 -90%
FPFS
521
First Personal Financial Services
North Carolina
$1K -$4.5K -54 -79%
NC
522
NewSquare Capital
Pennsylvania
$1K – – –
APC
523
Aspire Private Capital
North Carolina
$1K +$916 +11 New
LAS
524
Lloyd Advisory Services
Georgia
$1K +$999 +12 New
SCM
525
Suvretta Capital Management
New York
– -$35.2M -370,050 Closed
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