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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
326
Cedar Mountain Advisors
Oregon
$727 – – –
DJSG
327
D.J. St. Germain
Massachusetts
$686 – – –
MSG
328
Main Street Group
Virginia
$686 – – –
SN
329
Sittner & Nelson
Oregon
$686 – – –
JFGIW
330
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$611 +$663 +178 New
AP
331
Atwood & Palmer
Missouri
$601 – – –
IRC
332
Investors Research Corp
Georgia
$549 – – –
SS
333
Sunbelt Securities
Texas
$536 +$272 +73 +146%
EB
334
Eastern Bank
Massachusetts
$535 – – –
LWMI
335
Legacy Wealth Management (Idaho)
Idaho
$515 -$1.12K -300 -67%
BP
336
BNP Paribas
France
$515 – – –
LIS
337
Legacy Investment Solutions
Idaho
$515 +$559 +150 New
DWM
338
Darwin Wealth Management
Florida
$463 – – –
KG
339
Kilter Group
New York
$429 +$466 +125 New
PWAM
340
Private Wealth Asset Management
Iowa
$408 – – –
RWM
341
Raffa Wealth Management
District of Columbia
$367 – – –
OC
342
Oakworth Capital
Alabama
$360 +$93 +25 +31%
AWM
343
AllSquare Wealth Management
New York
$343 – – –
FMP
344
Financial Management Professionals
Texas
$343 – – –
KHC
345
Koesten Hirschmann & Crabtree
Kansas
$343 – – –
LI
346
LRI Investments
Florida
$343 – – –
CAM
347
Costello Asset Management
Pennsylvania
$343 +$373 +100 New
SIS
348
Strategic Investment Solutions
Illinois
$337 +$48 +13 +15%
TIM
349
Tortoise Investment Management
New York
$295 – – –
AssetMark Inc
350
AssetMark Inc
California
$288 -$130 -35 -29%