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Name Holding Trade Value Shares
Change
Change in
Stake
KC
851
Kenfarb & Co
Kentucky
$4K – – –
AAP
852
Arax Advisory Partners
Colorado
$4K +$5.04K +23 New
BCWM
853
Bartlett & Co Wealth Management
Ohio
$3.44K – – –
GEA
854
Glen Eagle Advisors
New Jersey
$3.44K +$4.16K +19 New
RWM
855
Raffa Wealth Management
District of Columbia
$3.08K – – –
AssetMark Inc
856
AssetMark Inc
California
$3K -$1.53K -7 -32%
BC
857
Bartlett & Co
Ohio
$3K – – –
RCM
858
Raleigh Capital Management
North Carolina
$3K – – –
TFM
859
TFC Financial Management
Massachusetts
$3K – – –
WB
860
Webster Bank
Connecticut
$3K – – –
DI
861
Disciplined Investments
Oklahoma
$3K +$657 +3 +23%
MFT
862
Moisand Fitzgerald Tamayo
Florida
$3K +$3.29K +15 New
SIS
863
Sound Income Strategies
Florida
$2K -$3.29K -15 -60%
CTB
864
Country Trust Bank
Illinois
$2K – – –
SC
865
Sierra Capital
Florida
$2K – – –
SFO
866
Standard Family Office
South Dakota
$2K – – –
S
867
Surevest
California
$2K – – –
BHWM
868
Bay Harbor Wealth Management
Maryland
$2K +$219 +1 +9%
ANBT
869
American National Bank & Trust
Texas
$2K +$2.63K +12 New
NC
870
NewSquare Capital
Pennsylvania
$2K +$2.63K +12 New
SSB
871
Sandy Spring Bank
Maryland
$2K +$2.85K +13 New
AA
872
Addison Advisors
Vermont
$1K – – –
BWM
873
BerganKDV Wealth Management
Minnesota
$1K – – –
CWM
874
CarsonAllaria Wealth Management
Illinois
$1K – – –
EIP
875
Ellis Investment Partners
Pennsylvania
$1K – – –