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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Sanctuary Wealth Management
Idaho
$753 – – –
SSB
152
Sandy Spring Bank
Maryland
$753 – – –
WAS
153
Winch Advisory Services
Wisconsin
$698 – – –
TFA
154
Toth Financial Advisory
Virginia
$691 – – –
FFA
155
Farther Finance Advisors
California
$648 +$698 +269 New
AF
156
Allworth Financial
California
$631 – – –
TAM
157
Tucker Asset Management
Colorado
$628 – – –
BL
158
BFSG LLC
California
$628 +$649 +250 New
PIS
159
POM Investment Strategies
North Carolina
$515 +$532 +205 New
CA
160
CoreCap Advisors
Michigan
$502 +$519 +200 New
ECM
161
Estabrook Capital Management
New York
$326 – – –
BCMLT
162
Beacon Capital Management LLC (Tennessee)
Tennessee
$309 – – –
MLA
163
MB, Levis & Associates
Pennsylvania
$251 – – –
TC
164
Truvestments Capital
Florida
$251 +$259 +100 New
DCBT
165
Dakota Community Bank & Trust
North Dakota
$238 – – –
LC
166
Lindbrook Capital
California
$211 – – –
BCWM
167
Bartlett & Co Wealth Management
Ohio
$151 – – –
CPG
168
Cornerstone Planning Group
New Jersey
$150 – – –
PP
169
PFS Partners
New Jersey
$126 – – –
KFS
170
Kelly Financial Services
Massachusetts
$113 – – –
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110 +$39 +15 +52%
RIL
172
Rothschild Investment LLC
Illinois
$100 – – –
NECFA
173
New England Capital Financial Advisors
Connecticut
$76 – – –
IA
174
IFP Advisors
Florida
$50 -$778 -300 -94%
LFG
175
Larson Financial Group
Missouri
$50 – – –