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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
526
Tradewinds Capital Management
Washington
$4K – – –
WB
527
West Bancorporation
Iowa
$4K – – –
LWM
528
Liberty Wealth Management
California
$4K +$72 +1 +2%
ST
529
Smithfield Trust
Pennsylvania
$4K +$3.76K +52 New
PWMG
530
Prestige Wealth Management Group
New Jersey
$3K – – –
PA
531
Procyon Advisors
Connecticut
$3K – – –
RCA
532
Ranch Capital Advisors
Florida
$3K – – –
TWA
533
TCI Wealth Advisors
Arizona
$3K – – –
VCM
534
Versant Capital Management
Arizona
$3K +$724 +10 +24%
UFF
535
USA Financial Formulas
Michigan
$3K +$2.9K +40 New
RDWM
536
Red Door Wealth Management
Tennessee
$3K +$3.26K +45 New
AIM
537
Anchor Investment Management
South Carolina
$2.1K – – –
SFSIG
538
San Francisco Sentry Investment Group
California
$2K -$13.3K -184 -85%
EFSCE
539
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$434 -6 -18%
CWA
540
Carolina Wealth Advisors
South Carolina
$2K – – –
GI
541
Gradient Investments
Minnesota
$2K – – –
SIM
542
Sonora Investment Management
Arizona
$2K – – –
CFD
543
Creative Financial Designs
Indiana
$2K +$2.24K +31 New
SWA
544
Sutton Wealth Advisors
Florida
$1.87K – – –
WPA
545
West Paces Advisors
Georgia
$1.27K – – –
WT
546
Whittier Trust
California
$1K -$419K -5,793 -100%
ADL
547
Asset Dedication LLC
California
$1K – – –
FWM
548
Focused Wealth Management
New York
$1K – – –
HI
549
Hudock Inc
Pennsylvania
$1K – – –
JWA
550
JFS Wealth Advisors
Pennsylvania
$1K – – –
20 21
22
23 24