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Name Holding Trade Value Shares
Change
Change in
Stake
NIC
876
Northwest Investment Counselors
Oregon
$5K – – –
TIM
877
Tortoise Investment Management
New York
$5K – – –
ADL
878
Asset Dedication LLC
California
$5K +$492 +3 +9%
TFS
879
TrustCore Financial Services
Tennessee
$4K -$6.56K -40 -63%
PWMG
880
Prestige Wealth Management Group
New Jersey
$4K – – –
SIS
881
Sound Income Strategies
Florida
$4K – – –
FMP
882
Financial Management Professionals
Texas
$4K +$2.3K +14 +100%
CI
883
Cordant Inc
Oregon
$4K +$4.43K +27 New
WPA
884
West Paces Advisors
Georgia
$3.77K – – –
BWM
885
Baystate Wealth Management
Massachusetts
$3K – – –
TFGT
886
TS Financial Group (TSFG)
Illinois
$3K – – –
ZB
887
Zions Bancorporation
Utah
$3K – – –
EWA
888
EverSource Wealth Advisors
Alabama
$3K +$1.97K +12 +150%
DI
889
Disciplined Investments
Oklahoma
$3K +$2.63K +16 New
AW
890
Alaethes Wealth
Nevada
$2K – – –
SC
891
Schubert & Co
Texas
$2K – – –
WWM
892
Wolff Wiese Magana
California
$2K – – –
UFF
893
USA Financial Formulas
Michigan
$2K +$1.64K +10 New
IWP
894
IAG Wealth Partners
Wisconsin
$2K +$1.97K +12 New
FPS
895
Fieldpoint Private Securities
Connecticut
$1K – – –
NFSG
896
Newbridge Financial Services Group
Florida
$1K – – –
S
897
Surevest
California
$1K – – –
VCM
898
Versant Capital Management
Arizona
$1K – – –
MA
899
MCF Advisors
Kentucky
$1K +$1.15K +7 New
GKIM
900
GW&K Investment Management
Massachusetts
$1K +$1.48K +9 New