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ICLR

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
501
Harbour Investments
Wisconsin
$12K -$165K -590 -94%
IAS
502
IMA Advisory Services
Colorado
$12K – – –
LF
503
Lee Financial
Texas
$12K +$9.79K +35 +875%
PCG
504
Private Capital Group
Connecticut
$11K -$14K -50 -60%
HR
505
Howe & Rusling
New York
$11K – – –
EWA
506
EverSource Wealth Advisors
Alabama
$11K +$10.1K +36 New
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$9K -$5.88K -21 -42%
LWP
508
Lumature Wealth Partners
Georgia
$8K – – –
PO
509
Private Ocean
California
$8K – – –
FAG
510
Fortitude Advisory Group
Washington
$8K +$7K +25 New
TFM
511
TFC Financial Management
Massachusetts
$7K – – –
BIA
512
Bell Investment Advisors
California
$7K +$5.04K +18 +360%
PFBT
513
Parkside Financial Bank & Trust
Missouri
$7K +$5.88K +21 New
VRM
514
Vectors Research Management
New York
$7K +$5.88K +21 New
JWA
515
JFS Wealth Advisors
Pennsylvania
$6K -$10.9K -39 -67%
AF
516
Advisornet Financial
Minnesota
$6K – – –
AF
517
Allworth Financial
California
$6K – – –
AA
518
Ancora Advisors
Ohio
$6K – – –
KFI
519
Key Financial Inc
Pennsylvania
$6K – – –
RIM
520
Ranger Investment Management
Texas
$5K – – –
TCWM
521
Total Clarity Wealth Management
Illinois
$5K – – –
AWM
522
Accel Wealth Management
Iowa
$5K +$4.2K +15 New
TFP
523
Tilia Fiduciary Partners
North Carolina
$5K +$4.48K +16 New
VI
524
Vestcor Inc
New Brunswick, Canada
$5K +$4.76K +17 New
KCM
525
KRS Capital Management
Michigan
$5K +$5.32K +19 New
19 20
21
22 23