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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
751
First United Bank & Trust
Maryland
$2.62K +$2.79K +8 New
SIS
752
Sound Income Strategies
Florida
$2.29K – – –
RJA
753
Ross\Johnson & Associates
Minnesota
$2.29K +$2.44K +7 New
AW
754
Avion Wealth
Texas
$2K – – –
FMTCOCP
755
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K +$1.74K +5 New
WT
756
Washington Trust
Rhode Island
$1.96K – – –
BLC
757
Brown, Lisle/Cummings
Rhode Island
$1.96K +$2.09K +6 New
CTWM
758
Cherry Tree Wealth Management
Minnesota
$1.64K – – –
TCOV
759
Trust Company of Vermont
Vermont
$1.64K – – –
CH
760
Cromwell Holdings
Wyoming
$1.64K +$1.74K +5 New
M
761
MOTCO
Texas
$1.64K +$1.74K +5 New
BF
762
BOK Financial
Oklahoma
$1.31K – – –
CA
763
Continuum Advisory
Idaho
$1.31K – – –
DWM
764
Dogwood Wealth Management
Kansas
$1.31K +$1.39K +4 New
BAM
765
Bellevue Asset Management
Washington
$1.31K +$1.39K +4 New
CAL
766
Capital Advisors Ltd
Ohio
$1K – – –
TFA
767
Transamerica Financial Advisors
Florida
$1K – – –
PWM
768
Parkworth Wealth Management
California
$981 – – –
RS
769
Rakuten Securities
Japan
$981 +$696 +2 +200%
WW
770
Winnow Wealth
Texas
$709 +$348 +1 +50%
KIM
771
Kestra Investment Management
Texas
$655 -$696 -2 -50%
WTFG
772
Wood Tarver Financial Group
Idaho
$655 – – –
MCM
773
Manchester Capital Management
Vermont
$655 +$348 +1 +100%
WCM
774
WealthTrak Capital Management
Virginia
$655 +$348 +1 +100%
HIA
775
HFM Investment Advisors
New Jersey
$655 +$696 +2 New