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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
401
Sound Income Strategies
Florida
$6K +$1.47K +47 +33%
GWS
402
Glassman Wealth Services
Virginia
$6K +$4.54K +145 +337%
1832 Asset Management
403
1832 Asset Management
Ontario, Canada
$6K +$6.26K +200 New
TPCW
404
TD Private Client Wealth
New York
$5.35K -$626 -20 -11%
CFGS
405
Concourse Financial Group Securities
Alabama
$5K -$18K -576 -79%
JFGIW
406
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K – – –
ADL
407
Asset Dedication LLC
California
$5K +$313 +10 +6%
QC
408
Quent Capital
New York
$4K -$35.1K -1,123 -89%
PCG
409
Private Capital Group
Connecticut
$4K -$813 -26 -17%
FWM
410
Focused Wealth Management
New York
$4K – – –
IFAM
411
Institutional & Family Asset Management
Colorado
$4K – – –
IHWM
412
Iron Horse Wealth Management
Iowa
$4K – – –
SBL
413
Sargent Bickham Lagudis
Colorado
$4K – – –
VCM
414
Versant Capital Management
Arizona
$4K – – –
WFA
415
West Financial Advisors
Iowa
$4K – – –
GRP
416
Global Retirement Partners
California
$4K +$2.94K +94 +723%
Loomis, Sayles & Company
417
Loomis, Sayles & Company
Massachusetts
$4K +$3.5K +112 New
T
418
TCWP
Ohio
$4K +$4.41K +141 New
HA
419
Herold Advisors
New York
$3.78K +$3.75K +120 New
SSG
420
Summit Securities Group
New York
$3K -$660K -21,100 -100%
AW
421
Avion Wealth
Texas
$3K -$3.13K -100 -48%
ZB
422
Zions Bancorporation
Utah
$3K -$1.06K -34 -25%
HWA
423
HHM Wealth Advisors
Tennessee
$3K – – –
HPC
424
HM Payson & Co
Maine
$3K – – –
BCMLT
425
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K +$3.41K +109 New