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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
651
Gunpowder Capital Management
Maryland
$3.91K -$467 -2 -10%
GWM
652
Geneos Wealth Management
Colorado
$3.91K – – –
SIS
653
Sound Income Strategies
Florida
$3.69K – – –
AIM
654
Anchor Investment Management
South Carolina
$3.25K – – –
SWM
655
SHP Wealth Management
Massachusetts
$3.25K +$1.17K +5 +50%
JWM
656
JPL Wealth Management
Colorado
$3.25K +$3.5K +15 New
TPCW
657
TD Private Client Wealth
New York
$3.04K -$35.7K -153 -92%
KFAS
658
Keating Financial Advisory Services
Kansas
$3.04K -$233 -1 -7%
FPB
659
First PREMIER Bank
South Dakota
$3K – – –
CFD
660
Creative Financial Designs
Indiana
$2.82K -$233 -1 -7%
CB
661
Centennial Bank
Arkansas
$2.82K – – –
OSNBOA
662
Old Second National Bank of Aurora
Illinois
$2.82K – – –
IAAG
663
Innovative Asset Advisors Group
Connecticut
$2.82K +$3.03K +13 New
TPWA
664
Twin Peaks Wealth Advisors
California
$2.82K +$3.03K +13 New
CFB
665
Cullen/Frost Bankers
Texas
$2.6K -$7.93K -34 -74%
JSAM
666
J. Safra Asset Management
New York
$2.6K +$233 +1 +9%
WPA
667
Wealth Preservation Advisors
Tennessee
$2.6K +$2.8K +12 New
WAS
668
Winch Advisory Services
Wisconsin
$2.26K – – –
CSB
669
City State Bank
Iowa
$2.17K -$233 -1 -9%
CTB
670
Country Trust Bank
Illinois
$2.17K – – –
APW
671
Aventura Private Wealth
Florida
$2.17K +$2.33K +10 New
AW
672
Avion Wealth
Texas
$2K -$2.33K -10 -45%
GSWM
673
Golden State Wealth Management
California
$1.97K – – –
PIM
674
Plato Investment Management
Australia
$1.95K – – –
CIAS
675
CBIZ Investment Advisory Services
Ohio
$1.74K -$1.87K -8 -50%
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