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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
726
Resolute Advisors
California
$5K +$5.21K +37 New
LWM
727
Liberty Wealth Management
California
$4K – – –
SBL
728
Sargent Bickham Lagudis
Colorado
$4K – – –
VNA
729
Valley National Advisers
Pennsylvania
$4K – – –
TAIM
730
TD Ameritrade Investment Management
Nebraska
$4K +$1.97K +14 +93%
RWM
731
Raffa Wealth Management
District of Columbia
$3.21K – – –
GWMIA
732
Global Wealth Management Investment Advisory
Florida
$3K – – –
WQ
733
Wealth Quarterback
New Jersey
$3K +$2.39K +17 New
AW
734
Alaethes Wealth
Nevada
$3K +$2.53K +18 New
LWCFA
735
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3.24K +23 New
MCM
736
MV Capital Management
Maryland
$3K +$3.24K +23 New
VCM
737
Versant Capital Management
Arizona
$2K -$9.99K -71 -86%
BWM
738
Baystate Wealth Management
Massachusetts
$2K – – –
KFP
739
KB Financial Partners
New Jersey
$2K – – –
SFO
740
Standard Family Office
South Dakota
$2K – – –
SIM
741
Sonora Investment Management
Arizona
$2K +$1.97K +14 New
AF
742
Allworth Financial
California
$2K +$2.39K +17 New
AIM
743
Anchor Investment Management
South Carolina
$1.75K – – –
LFG
744
Larson Financial Group
Missouri
$1K -$18.9K -134 -93%
CWC
745
Carolinas Wealth Consulting
North Carolina
$1K – – –
FPS
746
Fieldpoint Private Securities
Connecticut
$1K – – –
TF
747
TimeScale Financial
Massachusetts
$1K – – –
WWM
748
Wolff Wiese Magana
California
$1K – – –
ME
749
McIlrath & Eck
Washington
$1K +$704 +5 New
SSB
750
Sandy Spring Bank
Maryland
$1K +$1.27K +9 New
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