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Name Holding Trade Value Shares
Change
Change in
Stake
CB
801
CNB Bank
Pennsylvania
$2.86K – – –
DI
802
Disciplined Investments
Oklahoma
$2.68K -$527 -3 -17%
WWM
803
Wolff Wiese Magana
California
$2.68K – – –
GGI
804
Godsey & Gibb Inc
Virginia
$2.68K +$2.64K +15 New
ADL
805
Asset Dedication LLC
California
$2K +$1.41K +8 New
GFWA
806
Grey Fox Wealth Advisors
Delaware
$1.79K +$1.76K +10 New
Group One Trading
807
Group One Trading
Illinois
$1.79K +$1.76K +10 New
HWM
808
HighMark Wealth Management
Minnesota
$1.61K – – –
SIS
809
Sound Income Strategies
Florida
$1.61K – – –
OIA
810
Optimum Investment Advisors
Illinois
$1.25K – – –
JWM
811
Janiczek Wealth Management
Colorado
$1.16K – – –
NC
812
NewSquare Capital
Pennsylvania
$1.07K – – –
TAIM
813
TD Ameritrade Investment Management
Nebraska
$1K -$1.23K -7 -47%
FMP
814
Financial Management Professionals
Texas
$1K – – –
SC
815
Sierra Capital
Florida
$1K – – –
GBT
816
Grove Bank & Trust
Florida
$1K +$1.23K +7 New
GJIA
817
Glass Jacobson Investment Advisors
Maryland
$893 +$879 +5 New
GI
818
Gradient Investments
Minnesota
$714 +$703 +4 New
SWA
819
SOA Wealth Advisors
New York
$544 – – –
CTA
820
Colonial Trust Advisors
South Carolina
$536 +$527 +3 New
TWD
821
True Wealth Design
Ohio
$536 +$527 +3 New
TWP
822
TFO Wealth Partners
Ohio
$376 +$527 +3 New
BCMLT
823
Beacon Capital Management LLC (Tennessee)
Tennessee
$357 – – –
WA
824
WestEnd Advisors
North Carolina
$179 – – –
AAMU
825
AEGON Asset Management (UK)
United Kingdom
– -$11.6M -74,066 Closed