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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
201
Wipfli Financial Advisors
Wisconsin
$4K +$4.28K +228 New
BAM
202
Byrne Asset Management
New Jersey
$3K
IAMOG
203
Investors Asset Management of Georgia
Georgia
$3K
CCM
204
Covington Capital Management
California
$3K +$3.75K +200 New
CLOS
205
Compagnie Lombard Odier SCmA
Switzerland
$3K +$4.01K +214 New
ADL
206
Asset Dedication LLC
California
$2K
SSB
207
Sandy Spring Bank
Maryland
$2K
QCG
208
Quadrant Capital Group
Ohio
$2K +$1.8K +96 New
BIA
209
Bell Investment Advisors
California
$2K +$2.31K +123 +473%
AA
210
AlphaMark Advisors
Kentucky
$1K
AA
211
Ancora Advisors
Ohio
$1K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$1K
CFGS
213
Concourse Financial Group Securities
Alabama
$1K
MCC
214
Money Concepts Capital
Florida
$1K
SN
215
Sittner & Nelson
Oregon
$1K
YAL
216
Your Advocates Ltd
Texas
$1K
AF
217
Allworth Financial
California
$1K +$131 +7 +9%
JWA
218
JFS Wealth Advisors
Pennsylvania
$1K +$582 +31 New
SC
219
Schubert & Co
Texas
$1K +$675 +36 New
FHA
220
First Horizon Advisors
Tennessee
$1K +$807 +43 New
CAL
221
Capital Analysts LLC
Pennsylvania
$1K +$1.69K +90 New
KFS
222
Kelly Financial Services
Massachusetts
$667
APA
223
American Portfolios Advisors
New York
$391 +$450 +24 New
WWP
224
WR Wealth Planners
Missouri
$16
FIG
225
Fortress Investment Group
New York
-$58M -3,659,260 Closed