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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
751
Asset Dedication LLC
California
$10.7K – – –
MSWA
752
Marshall & Sterling Wealth Advisors
New York
$10.7K – – –
BC
753
Bayforest Capital
United Kingdom
$9.84K +$9.64K +22 New
AIC
754
Archer Investment Corporation
Indiana
$9.42K – – –
FNWA
755
Financial Network Wealth Advisors
Utah
$9.4K +$1.31K +3 +17%
JFGIW
756
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.95K +$8.76K +20 New
AG
757
AmeriFlex Group
Nevada
$8.3K – – –
SIS
758
Sound Income Strategies
Florida
$8.16K -$11.8K -27 -60%
SWP
759
Strategic Wealth Partners
Ohio
$8.12K +$7.88K +18 New
EDRH
760
Edmond de Rothschild Holding
Switzerland
$8.05K – – –
FPB
761
First PREMIER Bank
South Dakota
$7K – – –
KFP
762
Keener Financial Planning
Texas
$7K – – –
AF
763
Alerus Financial
North Dakota
$6.71K +$6.57K +15 New
CFD
764
Creative Financial Designs
Indiana
$6.26K -$3.94K -9 -39%
CB
765
Centennial Bank
Arkansas
$5.82K – – –
AAS
766
Ameritas Advisory Services
Nebraska
$5.82K +$5.7K +13 New
PSFG
767
Park Square Financial Group
Georgia
$5.37K – – –
CTB
768
Country Trust Bank
Illinois
$5.37K +$876 +2 +20%
HI
769
Harbour Investments
Wisconsin
$5.37K +$1.31K +3 +33%
LI
770
LRI Investments
Florida
$5.01K -$1.31K -3 -21%
GSWM
771
Golden State Wealth Management
California
$4.92K – – –
CCMI
772
Creative Capital Management Investments
California
$4.92K +$4.82K +11 New
GC
773
GFG Capital
Florida
$4.92K +$4.82K +11 New
WAS
774
Winch Advisory Services
Wisconsin
$4.61K – – –
TPWA
775
Twin Peaks Wealth Advisors
California
$4.45K +$5.26K +12 New
29 30
31
32 33