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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
526
Bay Harbor Wealth Management
Maryland
$3K – – –
CBT
527
Capital Bank & Trust
California
$3K – – –
DAM
528
Delta Asset Management
Tennessee
$3K – – –
PCFFS
529
Pacific Center for Financial Services
California
$3K – – –
TFO
530
Tarbox Family Office
California
$3K +$343 +11 +10%
GI
531
Gradient Investments
Minnesota
$3K +$2.4K +77 +208%
OSNBOA
532
Old Second National Bank of Aurora
Illinois
$3K +$3.15K +101 New
BWL
533
Bogart Wealth LLC
Virginia
$2K – – –
Fidelity International
534
Fidelity International
Bermuda
$2K – – –
FHA
535
First Horizon Advisors
Tennessee
$2K – – –
HDIM
536
Hanson & Doremus Investment Management
Vermont
$2K – – –
JCM
537
Jacobi Capital Management
Pennsylvania
$2K – – –
MWM
538
Mascoma Wealth Management
New Hampshire
$2K – – –
PFSC
539
Peoples Financial Services Corp
Pennsylvania
$2K – – –
SFSIG
540
San Francisco Sentry Investment Group
California
$2K – – –
SIS
541
Sound Income Strategies
Florida
$2K – – –
SWP
542
Strategic Wealth Partners
Ohio
$2K – – –
TFA
543
Transamerica Financial Advisors
Florida
$1K -$1.09K -35 -95%
AC
544
Avestar Capital
New York
$1K – – –
CFA
545
Camarda Financial Advisors
Florida
$1K – – –
Credit Agricole
546
Credit Agricole
France
$1K – – –
FIB
547
First Interstate Bank
Montana
$1K – – –
FFW
548
Fusion Family Wealth
New York
$1K – – –
HCM
549
Highlander Capital Management
New Jersey
$1K – – –
IFAM
550
Institutional & Family Asset Management
Colorado
$1K – – –