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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
601
West Bancorporation
Iowa
$5K +$5.41K +52 New
TWA
602
TCI Wealth Advisors
Arizona
$4K -$4.68K -45 -56%
CI
603
CX Institutional
Indiana
$4K – – –
TFO
604
Tarbox Family Office
California
$4K – – –
IA
605
IndexIQ Advisors
New York
$4K +$4.16K +40 New
RMAM
606
Raab & Moskowitz Asset Management
New Jersey
$4K +$4.58K +44 New
NFG
607
Next Financial Group
Texas
$3K -$6.35K -61 -71%
GI
608
Gradient Investments
Minnesota
$3K – – –
JAM
609
JCIC Asset Management
Ontario, Canada
$3K – – –
SIM
610
Sonora Investment Management
Arizona
$3K – – –
TFS
611
TrustCore Financial Services
Tennessee
$3K – – –
CWA
612
Carolina Wealth Advisors
South Carolina
$3K +$2.5K +24 New
CCM
613
Covington Capital Management
California
$3K +$2.6K +25 New
TFA
614
Tobias Financial Advisors
Florida
$3K +$3.23K +31 New
CA
615
Crewe Advisors
Utah
$3K +$3.33K +32 New
SWA
616
Sutton Wealth Advisors
Florida
$2.32K – – –
NIM
617
NuWave Investment Management
New Jersey
$2K -$97.9K -941 -98%
RA
618
Rational Advisors
New York
$2K -$45.7K -439 -96%
EWA
619
Evolution Wealth Advisors
Florida
$2K – – –
JPLA
620
Joseph P. Lucia & Associates
New York
$2K – – –
WCM
621
Wealthcare Capital Management
Virginia
$2K +$1.77K +17 New
ADL
622
Asset Dedication LLC
California
$2K +$1.87K +18 New
KPW
623
Kore Private Wealth
New York
$2K +$2.19K +21 New
KOCAA
624
Knights of Columbus Asset Advisors
Connecticut
$2K +$2.29K +22 New
BWM
625
BerganKDV Wealth Management
Minnesota
$2K +$2.39K +23 New
23 24
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