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Name Holding Trade Value Shares
Change
Change in
Stake
CB
401
Community Bank
New York
$10K
SBL
402
Sargent Bickham Lagudis
Colorado
$10K
SIAS
403
Shine Investment Advisory Services
Colorado
$10K
TL
404
TrueWealth LLC
Georgia
$10K
TCOV
405
Trust Company of Vermont
Vermont
$10K
DWM
406
Destination Wealth Management
California
$10K +$11.8K +200 New
NSIM
407
North Star Investment Management
Illinois
$10K +$11.8K +200 New
WC
408
Whitney & Co
New York
$10K +$11.8K +200 New
BFC
409
Bedel Financial Consulting
Indiana
$9K +$10.1K +171 New
CAL
410
Capital Analysts LLC
Pennsylvania
$9K +$10.6K +180 New
WTC
411
WhitTier Trust Company
Nevada
$8K -$145K -2,447 -94%
HFM
412
Hartford Financial Management
Connecticut
$8K -$9.4K -159 -49%
CLOS
413
Compagnie Lombard Odier SCmA
Switzerland
$8K +$8.87K +150 New
Twin Tree Management
414
Twin Tree Management
Texas
$8K +$9.46K +160 New
JA
415
JOYN Advisors
Georgia
$7K +$7.68K +130 New
OIA
416
OneDigital Investment Advisors
Kansas
$6K -$1.06K -18 -14%
ML
417
McAdam LLC
Pennsylvania
$6K +$6.27K +106 New
FRA
418
Front Row Advisors
California
$6K +$6.62K +112 New
OIA
419
Optimum Investment Advisors
Illinois
$6K +$7.21K +122 New
CFA
420
Carroll Financial Associates
North Carolina
$5K
PCP
421
Proficio Capital Partners
Massachusetts
$5K +$1.3K +22 +30%
IFAM
422
Institutional & Family Asset Management
Colorado
$5K +$5.5K +93 New
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$4K
IWM
424
IHT Wealth Management
Illinois
$4K
OAJ
425
Ogorek Anthony Joseph
New York
$4K