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Name Holding Trade Value Shares
Change
Change in
Stake
FA
901
Fortis Advisors
Pennsylvania
$5K – – –
LWM
902
Lenox Wealth Management
Ohio
$5K – – –
PMFA
903
Plante Moran Financial Advisors
Michigan
$5K – – –
BCM
904
Bourgeon Capital Management
Connecticut
$5K +$1.6K +36 +29%
LAS
905
Lloyd Advisory Services
Georgia
$4K -$30.4K -685 -84%
EFSCE
906
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$17.5K -394 -76%
JPLA
907
Joseph P. Lucia & Associates
New York
$4K – – –
M
908
MOTCO
Texas
$4K +$1.33K +30 +32%
EWA
909
Evolution Wealth Advisors
Florida
$4K +$4.21K +95 +244%
AC
910
AlphaCore Capital
California
$4K +$5.37K +121 New
AW
911
Avion Wealth
Texas
$4K +$5.76K +130 New
CQS
912
Credential Qtrade Securities
$3.24K +$4.7K +106 New
SBL
913
Sargent Bickham Lagudis
Colorado
$3K -$8.56K -193 -65%
BAM
914
Bellevue Asset Management
Washington
$3K – – –
CHA
915
Carmichael Hill & Associates
Maryland
$3K – – –
FMP
916
Financial Management Professionals
Texas
$3K – – –
IF
917
Ironwood Financial
Arizona
$3K – – –
LFG
918
LifePlan Financial Group
Ohio
$3K – – –
LWA
919
Lowe Wealth Advisors
Maryland
$3K – – –
PWMG
920
Prestige Wealth Management Group
New Jersey
$3K – – –
VRM
921
Vectors Research Management
New York
$3K – – –
FCB
922
First Command Bank
Texas
$3K +$2.62K +59 +203%
FCFS
923
First Command Financial Services
Texas
$3K +$2.62K +59 +203%
KFI
924
Key Financial Inc
Pennsylvania
$3K +$3.77K +85 New
LSA
925
Lion Street Advisors
Texas
$3K +$4.66K +105 New