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Name Holding Trade Value Shares
Change
Change in
Stake
AW
701
Alpha Windward
Massachusetts
$4K
BCH
702
Berkshire Capital Holdings
California
$4K
LF
703
Lee Financial
Texas
$4K
SIS
704
Sound Income Strategies
Florida
$4K
JCM
705
Jacobi Capital Management
Pennsylvania
$4K +$2.09K +20 +125%
CAGAS
706
Capital Advisory Group Advisory Services
Minnesota
$4K +$4.18K +40 New
AII
707
AGF Investments Inc
Ontario, Canada
$3K
BWM
708
BerganKDV Wealth Management
Minnesota
$3K
EW
709
Evoke Wealth
California
$3K
CA
710
Crewe Advisors
Utah
$3K +$2.92K +28 New
BHWM
711
Bay Harbor Wealth Management
Maryland
$3K +$3.34K +32 New
LWM
712
Liberty Wealth Management
California
$3K +$3.34K +32 New
CFD
713
Creative Financial Designs
Indiana
$2K
Fidelity International
714
Fidelity International
Bermuda
$2K
JWA
715
JFS Wealth Advisors
Pennsylvania
$2K
VCM
716
Versant Capital Management
Arizona
$2K
ADL
717
Asset Dedication LLC
California
$2K +$1.67K +16 New
PAI
718
Pittenger & Anderson Inc
Nebraska
$2K +$2.09K +20 New
SFSIG
719
San Francisco Sentry Investment Group
California
$2K +$2.09K +20 New
TFM
720
TFC Financial Management
Massachusetts
$2K +$2.51K +24 New
GRP
721
Global Retirement Partners
California
$1K -$836 -8 -50%
AF
722
Allworth Financial
California
$1K
CFB
723
Cullen/Frost Bankers
Texas
$1K +$418 +4 +100%
CI
724
CX Institutional
Indiana
$1K +$836 +8 New
MIM
725
Macroview Investment Management
Maryland
$1K +$836 +8 New