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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
426
Salem Investment Counselors
North Carolina
$4K – – –
JWA
427
JFS Wealth Advisors
Pennsylvania
$4K +$1.71K +33 +61%
JWM
428
Janiczek Wealth Management
Colorado
$3K -$5.39K -104 -68%
FPS
429
Fieldpoint Private Securities
Connecticut
$3K -$4.41K -85 -57%
MFT
430
Moisand Fitzgerald Tamayo
Florida
$3K -$2.38K -46 -43%
FF
431
FourThought Financial
Florida
$3K – – –
TAIM
432
TD Ameritrade Investment Management
Nebraska
$3K – – –
BTI
433
Blue Trust Inc
Georgia
$3K +$2.28K +44 New
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.49K +48 +200%
CA
435
Crewe Advisors
Utah
$3K +$3.16K +61 New
BIA
436
Bell Investment Advisors
California
$3K +$3.27K +63 New
PFGIA
437
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$363 -7 -15%
NFSG
438
Newbridge Financial Services Group
Florida
$2K – – –
LF
439
Lee Financial
Texas
$2K +$156 +3 +10%
SC
440
Schubert & Co
Texas
$2K +$415 +8 +30%
WWM
441
Wolff Wiese Magana
California
$2K +$2.38K +46 New
SWA
442
Sutton Wealth Advisors
Florida
$1.46K +$207 +4 +14%
DI
443
Disciplined Investments
Oklahoma
$1K -$467 -9 -39%
ATC
444
Adirondack Trust Company
New York
$1K – – –
CPFP
445
Clear Perspectives Financial Planning
Ohio
$1K – – –
STCOSD
446
Sageworth Trust Company of South Dakota
South Dakota
$1K – – –
WTC
447
WhitTier Trust Company
Nevada
$1K – – –
GWS
448
Glassman Wealth Services
Virginia
$1K +$156 +3 +20%
PFBT
449
Parkside Financial Bank & Trust
Missouri
$1K +$156 +3 +25%
AA
450
Addison Advisors
Vermont
$1K +$363 +7 +33%