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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1201
Creative Financial Designs
Indiana
$1.47K -$30.6K -60 -95%
Kayne Anderson Rudnick Investment Management
1202
Kayne Anderson Rudnick Investment Management
California
$1.47K – – –
PG
1203
Proffitt & Goodson
Tennessee
$1.47K – – –
MWM
1204
Mascoma Wealth Management
New Hampshire
$1.47K +$510 +1 +50%
WA
1205
WestEnd Advisors
North Carolina
$1.47K +$510 +1 +50%
MFC
1206
Mechanics Financial Corp
Ohio
$1.47K +$1.53K +3 New
WCM
1207
Winthrop Capital Management
Indiana
$1K +$1.02K +2 New
NWS
1208
Nvest Wealth Strategies
Ohio
$982 – – –
SA
1209
Seneschal Advisors
Washington
$982 – – –
AP
1210
Aspect Partners
Virginia
$981 – – –
KFI
1211
Key Financial Inc
Pennsylvania
$981 – – –
HWP
1212
Highline Wealth Partners
California
$981 +$510 +1 +100%
DF
1213
Downshift Financial
Colorado
$981 +$1.02K +2 New
MIM
1214
Marshall Investment Management
Colorado
$981 +$1.02K +2 New
NWMP
1215
Noble Wealth Management PBC
Colorado
$981 +$1.02K +2 New
FCAS
1216
First Command Advisory Services
Texas
$491 -$510 -1 -50%
SHIM
1217
Stone House Investment Management
Pennsylvania
$491 – – –
TFM
1218
TFC Financial Management
Massachusetts
$491 – – –
CA
1219
Continuum Advisory
Idaho
$491 +$510 +1 New
GPFA
1220
Game Plan Financial Advisors
Ohio
$491 +$510 +1 New
MCA
1221
Maryland Capital Advisors
Maryland
$491 +$510 +1 New
PMFA
1222
Plante Moran Financial Advisors
Michigan
$491 +$510 +1 New
T
1223
Tidemark
California
$491 +$510 +1 New
HHGA
1224
Halbert Hargrove Global Advisors
California
$285 +$510 +1 New
HWM
1225
HighMark Wealth Management
Minnesota
$235 – – –