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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
626
TrustCore Financial Services
Tennessee
$2K +$2.5K +200 +2,500%
LSA
627
Lion Street Advisors
Texas
$2K +$2.54K +203 New
RTC
628
Riverview Trust Company
Washington
$2K +$2.81K +225 New
MWM
629
MBE Wealth Management
Wisconsin
$2K +$3.13K +250 New
GSWM
630
Golden State Wealth Management
California
$2K +$3.3K +264 New
RWM
631
Raffa Wealth Management
District of Columbia
$1.13K +$13 +1 +0.8%
OAM
632
Optimal Asset Management
California
$1.1K +$1.46M +116,855 New
PB
633
Pinnacle Bancorp
Nebraska
$1K -$7.14K -571 -83%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$1K -$2.86K -229 -62%
SBL
635
Sargent Bickham Lagudis
Colorado
$1K -$2.66K -213 -59%
CCA
636
Column Capital Advisors
Indiana
$1K -$1.82K -146 -56%
SFSIG
637
San Francisco Sentry Investment Group
California
$1K -$75 -6 -7%
ARMC
638
American Research & Management Company
Massachusetts
$1K – – –
AJ
639
Ashburton (Jersey)
Jersey
$1K – – –
APWM
640
Atlas Private Wealth Management
New York
$1K – – –
EIM
641
Essex Investment Management
Massachusetts
$1K – – –
FNBOSM
642
First National Bank of South Miami
Florida
$1K – – –
MF
643
Manchester Financial
California
$1K – – –
MI
644
Markston International
New York
$1K – – –
OSNBOA
645
Old Second National Bank of Aurora
Illinois
$1K – – –
SIS
646
Sound Income Strategies
Florida
$1K – – –
SFG
647
Sowa Financial Group
Rhode Island
$1K – – –
TF
648
Tompkins Financial
New York
$1K – – –
TIM
649
Tortoise Investment Management
New York
$1K – – –
VRM
650
Vectors Research Management
New York
$1K – – –
24 25
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