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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
651
Pacific Center for Financial Services
California
$3K
LF
652
Lee Financial
Texas
$3K +$1.95K +35 +113%
CIBC Private Wealth Group
653
CIBC Private Wealth Group
Georgia
$3K +$2.85K +51 New
RDFA
654
Ritter Daniher Financial Advisory
Ohio
$3K +$3.52K +63 New
FPFS
655
First Personal Financial Services
North Carolina
$3K +$3.74K +67 New
AF
656
Arrow Financial
New York
$2K
CWM
657
CarsonAllaria Wealth Management
Illinois
$2K
CI Investments Inc
658
CI Investments Inc
Ontario, Canada
$2K
GWSG
659
GPS Wealth Strategies Group
Colorado
$2K
LFG
660
Larson Financial Group
Missouri
$2K
LPP
661
Life Planning Partners
Florida
$2K
MSFP
662
Mark Sheptoff Financial Planning
Connecticut
$2K
RAM
663
Riggs Asset Management
Pennsylvania
$2K
AFS
664
Annapolis Financial Services
Maryland
$2K +$1.95K +35 New
BONH
665
Bank of New Hampshire
New Hampshire
$2K +$2.18K +39 New
PG
666
Proffitt & Goodson
Tennessee
$2K +$2.18K +39 New
CI
667
Cordant Inc
Oregon
$2K +$2.46K +44 New
CWM
668
Curi Wealth Management
North Carolina
$2K +$3.29K +59 New
FP
669
Financial Perspectives
Minnesota
$1.96K
SC
670
Stephens Consulting
Michigan
$1.51K +$1.68K +30 New
CAM
671
ClariVest Asset Management
California
$1K
FCT
672
First Community Trust
Iowa
$1K
HCM
673
Highlander Capital Management
New Jersey
$1K
HWM
674
HighMark Wealth Management
Minnesota
$1K
IWP
675
IAG Wealth Partners
Wisconsin
$1K