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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
326
Tradewinds Capital Management
Washington
$4K +$5.36K +135 New
ARMC
327
American Research & Management Company
Massachusetts
$3K – – –
HFM
328
Hartford Financial Management
Connecticut
$3K – – –
ICM
329
Islay Capital Management
Texas
$3K – – –
PFBT
330
Parkside Financial Bank & Trust
Missouri
$3K +$3.93K +99 +319%
PP
331
PrairieView Partners
Minnesota
$3K +$3.97K +100 New
FCM
332
Firestone Capital Management
Florida
$3K +$4.77K +120 New
AWM
333
Avior Wealth Management
Nebraska
$2K – – –
FMP
334
Financial Management Professionals
Texas
$2K – – –
WEC
335
Winslow Evans & Crocker
Massachusetts
$2K – – –
GWS
336
Glassman Wealth Services
Virginia
$2K +$199 +5 +6%
SFS
337
Sowell Financial Services
Arkansas
$2K +$1.19K +30 +100%
BWM
338
Baystate Wealth Management
Massachusetts
$1K – – –
BWM
339
BerganKDV Wealth Management
Minnesota
$1K – – –
FEG
340
Financial Enhancement Group
Indiana
$1K – – –
GWMIA
341
Global Wealth Management Investment Advisory
Florida
$1K – – –
JSC
342
Jackson Square Capital
California
$1K – – –
NFG
343
Next Financial Group
Texas
$1K +$636 +16 +160%
PWMG
344
Prestige Wealth Management Group
New Jersey
$1K +$953 +24 New
PCG
345
Private Capital Group
Connecticut
$1K +$1.15K +29 New
EI
346
Ellevest Inc
New York
$1K +$1.19K +30 New
MAM
347
Meeder Asset Management
Ohio
$1K +$1.55K +39 New
OPS
348
Orion Portfolio Solutions
Nebraska
$1K +$1.55K +39 New
CAN
349
Claraphi Advisory Network
United States
$1K +$1.99K +50 New
SIS
350
Sound Income Strategies
Florida
$1K +$1.99K +50 New
12 13
14
15 16