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Annaly Capital Management

Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
501
Old Second National Bank of Aurora
Illinois
$25K – – –
KPCM
502
Kings Point Capital Management
New York
$24K -$31.3K -750 -56%
HR
503
Howe & Rusling
New York
$24K – – –
WEC
504
Winslow Evans & Crocker
Massachusetts
$24K – – –
MSFP
505
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$22K +$2.21K +53 +11%
GRP
507
Global Retirement Partners
California
$21K -$1.67K -40 -7%
ARMC
508
American Research & Management Company
Massachusetts
$21K – – –
LFA
509
Legacy Financial Advisors
Kentucky
$21K – – –
LFG
510
LifePlan Financial Group
Ohio
$21K – – –
DSC
511
Duncker Streett & Co
Missouri
$21K +$625 +15 +3%
EWM
512
Elmwood Wealth Management
California
$20.7K +$10.4K +250 +100%
WAS
513
Winch Advisory Services
Wisconsin
$20K +$125 +3 +0.6%
IGGA
514
Iron Gate Global Advisors
Utah
$20K +$19.8K +475 New
GCM
515
Gables Capital Management
Florida
$20K +$20.6K +495 New
OC
516
Oakworth Capital
Alabama
$19K – – –
VCM
517
Versant Capital Management
Arizona
$17K – – –
VFA
518
Valeo Financial Advisors
Indiana
$17K +$958 +23 +6%
MCM
519
MV Capital Management
Maryland
$16K – – –
VIA
520
Vantage Investment Advisors
Pennsylvania
$15K -$208 -5 -1%
PFSC
521
Peoples Financial Services Corp
Pennsylvania
$14K – – –
SWMG
522
Signature Wealth Management Group
Georgia
$14K – – –
BFC
523
Bedel Financial Consulting
Indiana
$14K +$417 +10 +3%
BCM
524
Brasada Capital Management
Texas
$14K +$14.6K +350 New
GI
525
Gradient Investments
Minnesota
$13K -$15.4K -369 -53%