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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
651
Salem Investment Counselors
North Carolina
$11K – – –
VCM
652
Versant Capital Management
Arizona
$11K – – –
CFFP
653
Center for Financial Planning
Michigan
$10K – – –
SLF
654
Sun Life Financial
Ontario, Canada
$9K -$110 -2 -1%
SWA
655
SOA Wealth Advisors
New York
$9K +$9.75K +177 New
SWA
656
Sutton Wealth Advisors
Florida
$8.62K – – –
CFA
657
Carroll Financial Associates
North Carolina
$8K – – –
CA
658
Centerpoint Advisors
Massachusetts
$8K – – –
CFB
659
Cullen/Frost Bankers
Texas
$8K – – –
WWM
660
Wolff Wiese Magana
California
$8K +$7.99K +145 New
ADIM
661
Alpha DNA Investment Management
Maryland
$8K +$8.32K +151 New
EW
662
Evoke Wealth
California
$7K +$55 +1 +0.8%
LGA
663
Lebenthal Global Advisors
New York
$7K +$7.16K +130 New
WPA
664
West Paces Advisors
Georgia
$6.32K – – –
EWA
665
Evolution Wealth Advisors
Florida
$6K – – –
GEA
666
Glen Eagle Advisors
New Jersey
$5.65K – – –
ED
667
Exane Derivatives
France
$5.55K -$71.2K -1,293 -93%
BFEC
668
Benjamin F. Edwards & Company
Missouri
$5K -$6.88K -125 -60%
HCP
669
Hexagon Capital Partners
Arkansas
$5K – – –
LWA
670
Lenox Wealth Advisors
New York
$5K – – –
MCM
671
Manchester Capital Management
Vermont
$5K +$441 +8 +9%
ME
672
McIlrath & Eck
Washington
$4K – – –
TFGT
673
TS Financial Group (TSFG)
Illinois
$4K +$3.47K +63 +394%
CL
674
COWA LLC
Oklahoma
$4K +$3.63K +66 New
LWM
675
Liberty Wealth Management
California
$4K +$4.19K +76 New