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Name Holding Trade Value Shares
Change
Change in
Stake
DI
901
Disciplined Investments
Oklahoma
$2.46K -$811 -4 -25%
NC
902
NewSquare Capital
Pennsylvania
$2.46K – – –
CTB
903
Country Trust Bank
Illinois
$2.05K – – –
SIS
904
Sound Income Strategies
Florida
$2.05K – – –
BHWM
905
Bay Harbor Wealth Management
Maryland
$2K – – –
SC
906
Sierra Capital
Florida
$2K – – –
LFA
907
Level Financial Advisors
New York
$2K +$1.62K +8 New
SFG
908
Steward Financial Group
Texas
$2K +$2.03K +10 New
RFG
909
RFP Financial Group
Georgia
$1.84K +$1.82K +9 New
FSWA
910
Financial Synergies Wealth Advisors
Texas
$1.64K +$608 +3 +60%
CFB
911
Cullen/Frost Bankers
Texas
$1.43K – – –
NSIM
912
North Star Investment Management
Illinois
$1.43K +$1.42K +7 New
BWM
913
BerganKDV Wealth Management
Minnesota
$1.23K – – –
TCA
914
Trifecta Capital Advisors
Illinois
$1.23K +$1.22K +6 New
WWM
915
Wolff Wiese Magana
California
$1.02K +$811 +4 +400%
CWM
916
CarsonAllaria Wealth Management
Illinois
$1K – – –
RCC
917
Red Cedar Capital
Nebraska
$1K – – –
TFGT
918
TS Financial Group (TSFG)
Illinois
$1K – – –
AA
919
Addison Advisors
Vermont
$820 – – –
GFPC
920
Global Financial Private Client
Florida
$820 – – –
FWA
921
Freedom Wealth Alliance
Wisconsin
$820 +$811 +4 New
TWD
922
True Wealth Design
Ohio
$615 +$608 +3 New
WA
923
WestEnd Advisors
North Carolina
$410 – – –
JWM
924
Janiczek Wealth Management
Colorado
$220 – – –
SWA
925
SOA Wealth Advisors
New York
$205 – – –