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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Versant Capital Management
Arizona
$3K
CAL
602
Capital Advisors Ltd
Ohio
$2K -$8.13K -74 -80%
FMP
603
Financial Management Professionals
Texas
$2K -$1.98K -18 -50%
CWM
604
Cedar Wealth Management
California
$2K -$769 -7 -25%
HC
605
Hoese & Co
Minnesota
$2K
LCM
606
Logan Capital Management
Pennsylvania
$2K
LWCFA
607
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
WTA
608
Washington Trust Advisors
Massachusetts
$2K
DI
609
Disciplined Investments
Oklahoma
$2K +$110 +1 +5%
BWL
610
Bogart Wealth LLC
Virginia
$2K +$2.75K +25 New
RWM
611
Raffa Wealth Management
District of Columbia
$1.72K
AWM
612
Abound Wealth Management
Tennessee
$1.63K +$1.98K +18 New
BCWM
613
Bartlett & Co Wealth Management
Ohio
$1.08K
CWC
614
Carolinas Wealth Consulting
North Carolina
$1K -$26.4K -240 -98%
EW
615
Evoke Wealth
California
$1K -$14.7K -134 -94%
BC
616
Bartlett & Co
Ohio
$1K
BFPW
617
BOK Financial Private Wealth
Colorado
$1K
CMBA
618
C.M. Bidwell & Associates
Hawaii
$1K
CCA
619
Column Capital Advisors
Indiana
$1K
KFI
620
Key Financial Inc
Pennsylvania
$1K
LFG
621
Larson Financial Group
Missouri
$1K
HR
622
Howe & Rusling
New York
$1K +$1.21K +11 New
SIC
623
SJS Investment Consulting
Ohio
$1K +$1.21K +11 New
ANBT
624
American National Bank & Trust
Texas
$1K +$1.43K +13 New
BCM
625
Bourgeon Capital Management
Connecticut
$1K +$1.43K +13 New