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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1351
Caldwell Trust
Florida
$4.46K +$3.99K +300 New
CA
1352
Centerpoint Advisors
Massachusetts
$4K – – –
MSFP
1353
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
RDFA
1354
Ritter Daniher Financial Advisory
Ohio
$4K – – –
AssetMark Inc
1355
AssetMark Inc
California
$4K +$3.2K +241 New
ANBT
1356
American National Bank & Trust
Texas
$4K +$3.32K +250 New
LS
1357
Leelyn Smith
Illinois
$4K +$3.99K +300 New
PSIWM
1358
Paradigm Strategies in Wealth Management
Minnesota
$4K +$3.99K +300 New
M
1359
MOTCO
Texas
$3K -$2.43K -183 -44%
LAS
1360
Lloyd Advisory Services
Georgia
$3K -$133 -10 -5%
CCMW
1361
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
HFA
1362
HC Financial Advisors
California
$3K – – –
MIM
1363
Macroview Investment Management
Maryland
$3K – – –
MA
1364
Montag & Associates
Georgia
$3K – – –
PCTC
1365
Perkins Coie Trust Company
Washington
$3K – – –
WTC
1366
WhitTier Trust Company
Nevada
$3K – – –
YAL
1367
Your Advocates Ltd
Texas
$3K – – –
M1FG
1368
Mach-1 Financial Group
Arkansas
$3K +$2.23K +168 +187%
VC
1369
Veracity Capital
Georgia
$3K +$2.63K +198 New
GC
1370
Globeflex Capital
California
$2K -$451K -33,910 -100%
JMF
1371
Johnson Midwest Financial
Iowa
$2K – – –
UFF
1372
USA Financial Formulas
Michigan
$2K – – –
JWM
1373
Janiczek Wealth Management
Colorado
$2K +$1.59K +120 New
VRM
1374
Vectors Research Management
New York
$2K +$1.93K +145 New
GKIM
1375
GW&K Investment Management
Massachusetts
$2K +$1.99K +150 New