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Name Holding Trade Value Shares
Change
Change in
Stake
DSC
701
Duncker Streett & Co
Missouri
$2K – – –
HI
702
Human Investing
Oregon
$2K – – –
JCM
703
Jacobi Capital Management
Pennsylvania
$2K – – –
SIC
704
Salem Investment Counselors
North Carolina
$2K – – –
SFA
705
Semmax Financial Advisors
North Carolina
$2K – – –
HWA
706
HHM Wealth Advisors
Tennessee
$2K +$3.15K +189 New
AWA
707
Arkadios Wealth Advisors
Georgia
$1.69K +$333 +20 +14%
RWM
708
Raffa Wealth Management
District of Columbia
$1.36K +$433 +26 +25%
WQ
709
Wealth Quarterback
New Jersey
$1.31K -$349 -21 -14%
AWM
710
Avior Wealth Management
Nebraska
$1K -$204K -12,285 -99%
BBHC
711
Brown Brothers Harriman & Co
New York
$1K -$120K -7,223 -98%
PMFA
712
Plante Moran Financial Advisors
Michigan
$1K -$6.81K -409 -84%
BWM
713
BerganKDV Wealth Management
Minnesota
$1K – – –
CAC
714
Certified Advisory Corp
Florida
$1K – – –
IWP
715
IAG Wealth Partners
Wisconsin
$1K – – –
OC
716
Oakworth Capital
Alabama
$1K – – –
TFGT
717
TS Financial Group (TSFG)
Illinois
$1K – – –
AF
718
Allworth Financial
California
$1K +$17 +1 +1%
SIS
719
Sound Income Strategies
Florida
$1K +$50 +3 +6%
BFC
720
Bedel Financial Consulting
Indiana
$1K +$882 +53 New
FCB
721
First Command Bank
Texas
$1K +$1.6K +96 New
FCFS
722
First Command Financial Services
Texas
$1K +$1.6K +96 New
AIC
723
Ameritas Investment Company
Nebraska
$1K +$1.93K +116 New
RBCM
724
Raub Brock Capital Management
California
– -$24.9M -1,228,690 Closed
Westfield Capital Management
725
Westfield Capital Management
Massachusetts
– -$23.8M -1,177,709 Closed