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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
801
Winch Advisory Services
Wisconsin
$9K – – –
KFI
802
Key Financial Inc
Pennsylvania
$8.28K – – –
MCC
803
Money Concepts Capital
Florida
$8.26K -$9.83K -74 -55%
DAM
804
Delta Asset Management
Tennessee
$8.18K +$7.97K +60 New
TFS
805
TrustCore Financial Services
Tennessee
$7.99K +$4.65K +35 +146%
JWM
806
Janiczek Wealth Management
Colorado
$7.86K +$664 +5 +10%
HWMA
807
Heritage Wealth Management (Arizona)
Arizona
$7.85K +$7.7K +58 New
CWAF
808
Core Wealth Advisors (Florida)
Florida
$7.58K +$7.44K +56 New
SCA
809
Stuart Chaussee & Associates
California
$7.45K – – –
CSWM
810
Cassady Schiller Wealth Management
Ohio
$7.04K +$6.91K +52 New
MUMSS
811
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K -$7.97K -60 -55%
FMP
812
Financial Management Professionals
Texas
$7K – – –
SFA
813
Semmax Financial Advisors
North Carolina
$7K – – –
RFG
814
RFP Financial Group
Georgia
$6.91K +$6.77K +51 New
HS
815
Horan Securities
United States
$6.77K +$6.64K +50 New
SSB
816
Sandy Spring Bank
Maryland
$6.77K – – –
SC
817
Schubert & Co
Texas
$6.77K +$133 +1 +2%
LWANC
818
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.09K – – –
FRA
819
Front Row Advisors
California
$6K – – –
RWM
820
Raffa Wealth Management
District of Columbia
$5.69K – – –
TCM
821
Tradewinds Capital Management
Washington
$5.69K +$5.58K +42 New
ADL
822
Asset Dedication LLC
California
$5K -$398 -3 -8%
TWM
823
Tradition Wealth Management
Minnesota
$5K – – –
VF
824
VitalStone Financial
Texas
$5K +$4.92K +37 New
FCA
825
FinTrust Capital Advisors
South Carolina
$4.88K -$24.3K -183 -84%
31 32
33
34 35