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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
326
Capital Investment Advisory Services
North Carolina
$4K – – –
LWM
327
Lenox Wealth Management
Ohio
$4K – – –
TF
328
Tompkins Financial
New York
$4K – – –
SBL
329
Sargent Bickham Lagudis
Colorado
$4K +$33 +2 +0.8%
PWP
330
Personal Wealth Partners
Minnesota
$4K +$49 +3 +1%
SA
331
SRH Advisors
Kansas
$4K +$4.72K +290 New
FIA
332
FNY Investment Advisers
New York
$4K +$4.88K +300 New
ADL
333
Asset Dedication LLC
California
$3K -$23.6K -1,451 -85%
LC
334
Lindbrook Capital
California
$3K -$4.68K -288 -58%
FANJ
335
Financial Architects (New Jersey)
New Jersey
$3K -$342 -21 -10%
AIS
336
Accurate Investment Solutions
Pennsylvania
$3K – – –
AW
337
Alpha Windward
Massachusetts
$3K – – –
AWM
338
Avior Wealth Management
Nebraska
$3K – – –
VRM
339
Vectors Research Management
New York
$3K – – –
HGWM
340
Harvest Group Wealth Management
Massachusetts
$3K +$49 +3 +2%
SFSIG
341
San Francisco Sentry Investment Group
California
$3K +$846 +52 +33%
BDWM
342
Brewin Dolphin Wealth Management
Ireland
$2.21K – – –
PCG
343
Private Capital Group
Connecticut
$2K -$3.46K -213 -58%
FWM
344
Focused Wealth Management
New York
$2K -$1.89K -116 -49%
Credit Agricole
345
Credit Agricole
France
$2K – – –
EWM
346
Endurance Wealth Management
Rhode Island
$2K – – –
HCM
347
Hilton Capital Management
New York
$2K – – –
IFAM
348
Institutional & Family Asset Management
Colorado
$2K – – –
KAS
349
Kemnay Advisory Services
New York
$2K – – –
PFSC
350
Peoples Financial Services Corp
Pennsylvania
$2K – – –