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Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
626
Interactive Financial Advisors
Illinois
$3K – – –
LNB
627
Ledyard National Bank
$3K – – –
UMA
628
USA Mutuals Advisors
Texas
$3K – – –
WTC
629
WhitTier Trust Company
Nevada
$3K – – –
FPFS
630
First Personal Financial Services
North Carolina
$3K +$2.63K +94 New
MIM
631
Marco Investment Management
Georgia
$2.86K – – –
HR
632
Howe & Rusling
New York
$2K – – –
MCM
633
MV Capital Management
Maryland
$2K – – –
DLHL
634
Donald L. Hagan LLC
Florida
$2K +$1.4K +50 New
MA
635
MCF Advisors
Kentucky
$2K +$2.13K +76 New
HFM
636
Hartford Financial Management
Connecticut
$2K +$2.41K +86 New
RWM
637
Raffa Wealth Management
District of Columbia
$1.6K – – –
WAS
638
WESPAC Advisors SoCal
California
$1.09K – – –
PCP
639
Proficio Capital Partners
Massachusetts
$1K -$3.81K -136 -79%
CAL
640
Capital Advisors Ltd
Ohio
$1K – – –
MFT
641
Moisand Fitzgerald Tamayo
Florida
$1K – – –
PCTC
642
Perkins Coie Trust Company
Washington
$1K – – –
TCM
643
TD Capital Management
Tennessee
$1K – – –
CPIG
644
Chicago Partners Investment Group
Illinois
$1K +$645 +23 New
AIM
645
Advantage Investment Management
Iowa
$1K +$1.23K +44 New
LP
646
LMR Partners
United Kingdom
$897 +$787K +28,064 New
HW
647
Hancock Whitney
Mississippi
$872 +$415K +14,799 +119%
SLF
648
Sun Life Financial
Ontario, Canada
$385 -$123K -4,382 -27%
EWM
649
Endurance Wealth Management
Rhode Island
$162 -$9.11K -325 -6%
PAM
650
PineView Asset Management
Connecticut
– -$17.5M -695,298 Closed
24 25
26
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