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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
751
Marshall & Sterling Wealth Advisors
New York
$10.7K – – –
BC
752
Bayforest Capital
United Kingdom
$9.84K +$9.64K +22 New
AIC
753
Archer Investment Corporation
Indiana
$9.42K – – –
FNWA
754
Financial Network Wealth Advisors
Utah
$9.4K +$1.31K +3 +17%
JFGIW
755
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.95K +$8.76K +20 New
AG
756
AmeriFlex Group
Nevada
$8.3K – – –
SIS
757
Sound Income Strategies
Florida
$8.16K -$11.8K -27 -60%
SWP
758
Strategic Wealth Partners
Ohio
$8.12K +$7.88K +18 New
EDRH
759
Edmond de Rothschild Holding
Switzerland
$8.05K – – –
FPB
760
First PREMIER Bank
South Dakota
$7K – – –
KFP
761
Keener Financial Planning
Texas
$7K – – –
AF
762
Alerus Financial
North Dakota
$6.71K +$6.57K +15 New
CFD
763
Creative Financial Designs
Indiana
$6.26K -$3.94K -9 -39%
CB
764
Centennial Bank
Arkansas
$5.82K – – –
AAS
765
Ameritas Advisory Services
Nebraska
$5.82K +$5.7K +13 New
KIM
766
Kestra Investment Management
Texas
$5.41K +$2.63K +6 +100%
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