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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
876
TrustCore Financial Services
Tennessee
$4K -$6.56K -40 -63%
PWMG
877
Prestige Wealth Management Group
New Jersey
$4K
SIS
878
Sound Income Strategies
Florida
$4K
FMP
879
Financial Management Professionals
Texas
$4K +$2.3K +14 +100%
CI
880
Cordant Inc
Oregon
$4K +$4.43K +27 New
WPA
881
West Paces Advisors
Georgia
$3.77K
BWM
882
Baystate Wealth Management
Massachusetts
$3K
TFGT
883
TS Financial Group (TSFG)
Illinois
$3K
ZB
884
Zions Bancorporation
Utah
$3K
EWA
885
EverSource Wealth Advisors
Alabama
$3K +$1.97K +12 +150%
DI
886
Disciplined Investments
Oklahoma
$3K +$2.63K +16 New
AW
887
Alaethes Wealth
Nevada
$2K
SC
888
Schubert & Co
Texas
$2K
WWM
889
Wolff Wiese Magana
California
$2K
UFF
890
USA Financial Formulas
Michigan
$2K +$1.64K +10 New
IWP
891
IAG Wealth Partners
Wisconsin
$2K +$1.97K +12 New
MGIM
892
M&G Investment Management
United Kingdom
$1.32K +$795K +4,846 +136%
FPS
893
Fieldpoint Private Securities
Connecticut
$1K
NFSG
894
Newbridge Financial Services Group
Florida
$1K
S
895
Surevest
California
$1K
VCM
896
Versant Capital Management
Arizona
$1K
MA
897
MCF Advisors
Kentucky
$1K +$1.15K +7 New
GKIM
898
GW&K Investment Management
Massachusetts
$1K +$1.48K +9 New
BIM
899
Baldwin Investment Management
Pennsylvania
$228
WIM
900
Westside Investment Management
California
$3