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Name Holding Trade Value Shares
Change
Change in
Stake
LF
301
Lee Financial
Texas
$9K
AIM
302
Advantage Investment Management
Iowa
$8K -$18.1K -359 -68%
ACA
303
Atlas Capital Advisors
Wyoming
$7.06K +$7.17K +142 New
BDS
304
Banco de Sabadell
Florida
$7K
CAW
305
Cornerstone Advisors (Washington)
Washington
$7K +$1.92K +38 +40%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.92K +137 New
AIM
307
Arcadia Investment Management
Michigan
$6K
HCM
308
Highlander Capital Management
New Jersey
$6K
IDBONY
309
Israel Discount Bank of New York
New York
$6K
LWM
310
Lenox Wealth Management
Ohio
$6K +$5.55K +110 New
IAS
311
IMA Advisory Services
Colorado
$6K +$5.66K +112 New
BCM
312
Brasada Capital Management
Texas
$6K +$5.71K +113 New
TSW
313
Thompson Siegel & Walmsley
Virginia
$5K -$2.08M -41,261 -100%
CHP
314
Cable Hill Partners
Oregon
$5K
CHC
315
City Holding Co
West Virginia
$5K
MIM
316
Macroview Investment Management
Maryland
$5K
SMFS
317
Squar Milner Financial Services
California
$5K +$4.85K +96 New
AIS
318
AlphaOne Investment Services
Pennsylvania
$4K -$41.1K -814 -92%
GWS
319
Glassman Wealth Services
Virginia
$4K
MWM
320
MinichMacGregor Wealth Management
New York
$4K
PK
321
Pflug Koory
Nebraska
$4K
PSC
322
Prentiss Smith & Co
Vermont
$4K
SWMG
323
Signature Wealth Management Group
Georgia
$4K
WC
324
Whitnell & Co
Illinois
$4K
SIM
325
Sonora Investment Management
Arizona
$4K +$4.54K +90 New