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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
651
Napier Financial
Massachusetts
$4.34K +$4.67K +20 New
SWP
652
Strategic Wealth Partners
Ohio
$3.94K – – –
AF
653
Align Financial
Minnesota
$3.91K -$1.21M -5,205 -100%
GCM
654
Gunpowder Capital Management
Maryland
$3.91K -$467 -2 -10%
GWM
655
Geneos Wealth Management
Colorado
$3.91K – – –
SIS
656
Sound Income Strategies
Florida
$3.69K – – –
AIM
657
Anchor Investment Management
South Carolina
$3.25K – – –
SWM
658
SHP Wealth Management
Massachusetts
$3.25K +$1.17K +5 +50%
JWM
659
JPL Wealth Management
Colorado
$3.25K +$3.5K +15 New
TPCW
660
TD Private Client Wealth
New York
$3.04K -$35.7K -153 -92%
KFAS
661
Keating Financial Advisory Services
Kansas
$3.04K -$233 -1 -7%
FPB
662
First PREMIER Bank
South Dakota
$3K – – –
CFD
663
Creative Financial Designs
Indiana
$2.82K -$233 -1 -7%
CB
664
Centennial Bank
Arkansas
$2.82K – – –
OSNBOA
665
Old Second National Bank of Aurora
Illinois
$2.82K – – –
IAAG
666
Innovative Asset Advisors Group
Connecticut
$2.82K +$3.03K +13 New
TPWA
667
Twin Peaks Wealth Advisors
California
$2.82K +$3.03K +13 New
CFB
668
Cullen/Frost Bankers
Texas
$2.6K -$7.93K -34 -74%
JSAM
669
J. Safra Asset Management
New York
$2.6K +$233 +1 +9%
WPA
670
Wealth Preservation Advisors
Tennessee
$2.6K +$2.8K +12 New
WAS
671
Winch Advisory Services
Wisconsin
$2.26K – – –
CSB
672
City State Bank
Iowa
$2.17K -$233 -1 -9%
CTB
673
Country Trust Bank
Illinois
$2.17K – – –
APW
674
Aventura Private Wealth
Florida
$2.17K +$2.33K +10 New
AW
675
Avion Wealth
Texas
$2K -$2.33K -10 -45%
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