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Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Crewe Advisors
Utah
$4K +$3.91K +129 New
GEA
502
Glen Eagle Advisors
New Jersey
$3.47K -$5.66K -187 -61%
CSB
503
City State Bank
Iowa
$3K – – –
EWM
504
Endurance Wealth Management
Rhode Island
$3K – – –
NIC
505
Northwest Investment Counselors
Oregon
$3K – – –
PA
506
PSI Advisors
Florida
$3K – – –
BIA
507
Bell Investment Advisors
California
$3K +$2.97K +98 New
SWA
508
SOA Wealth Advisors
New York
$2K -$9.93K -328 -82%
FMP
509
Financial Management Professionals
Texas
$2K -$454 -15 -19%
CFD
510
Creative Financial Designs
Indiana
$2K – – –
RG
511
Retirement Group
California
$2K – – –
WAS
512
Winch Advisory Services
Wisconsin
$2K – – –
AF
513
Allworth Financial
California
$2K +$151 +5 +7%
DI
514
Disciplined Investments
Oklahoma
$2K +$151 +5 +10%
GKIM
515
GW&K Investment Management
Massachusetts
$2K +$787 +26 +60%
SC
516
Schubert & Co
Texas
$2K +$1.09K +36 +80%
ED
517
Exane Derivatives
France
$1.24K – – –
RWM
518
Raffa Wealth Management
District of Columbia
$1.03K – – –
DFCM
519
Dark Forest Capital Management
Puerto Rico
$1K -$19.6K -647 -97%
AFG
520
Albion Financial Group
Utah
$1K – – –
CAL
521
Capital Advisors Ltd
Ohio
$1K – – –
CIBC Private Wealth Group
522
CIBC Private Wealth Group
Georgia
$1K – – –
KFP
523
KB Financial Partners
New Jersey
$1K – – –
TFM
524
TFC Financial Management
Massachusetts
$1K – – –
TF
525
TimeScale Financial
Massachusetts
$1K – – –