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DOCU

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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
526
Avior Wealth Management
Nebraska
$26.8K -$2.37K -42 -8%
GLR
527
Great Lakes Retirement
Ohio
$26.8K +$28.2K +500 New
RA
528
Rise Advisors
New York
$26.5K – – –
BTC
529
Bank & Trust Company
Illinois
$23.7K +$25K +443 New
LC
530
Lindbrook Capital
California
$23.5K +$790 +14 +3%
NSIM
531
North Star Investment Management
Illinois
$21.7K – – –
GI
532
Gradient Investments
Minnesota
$21.7K – – –
CPG
533
Cornerstone Planning Group
New Jersey
$21.6K – – –
AGWCA
534
Annis Gardner Whiting Capital Advisors
Florida
$20.6K +$21.7K +385 New
AA
535
Ancora Advisors
Ohio
$20.6K – – –
PLU
536
Performa Ltd (US)
South Carolina
$19.3K – – –
TSWM
537
Tyler-Stone Wealth Management
Ohio
$19K – – –
IC
538
Innealta Capital
Texas
$18K +$19K +337 New
IFAM
539
Institutional & Family Asset Management
Colorado
$17.9K -$395 -7 -2%
QC
540
Quent Capital
New York
$17.8K – – –
LS
541
Livforsakringsbolaget Skandia
Sweden
$16.1K – – –
SN
542
Sittner & Nelson
Oregon
$16.1K – – –
NI
543
NCP Inc
California
$16.1K +$5.64K +100 +50%
SC
544
Swan Capital
Florida
$16.1K +$16.9K +300 New
WWP
545
WR Wealth Planners
Missouri
$15K -$4.12K -73 -21%
HFS
546
Hantz Financial Services
Michigan
$15K -$31.4K -556 -66%
AWM
547
Activest Wealth Management
Florida
$14.4K – – –
CWM
548
CarsonAllaria Wealth Management
Illinois
$13.6K – – –
CB
549
CNB Bank
Pennsylvania
$13.2K -$30.1K -534 -68%
GI
550
GAMMA Investing
California
$13K +$6.54K +116 +91%
20 21
22
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