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Annaly Capital Management
NLY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Selective Wealth Management
Virginia
$22K +$12.4K +400 +160%
ZB
602
Zions Bancorporation
Utah
$21K – – –
FCMT
603
Founders Capital Management (Texas)
Texas
$21K +$19.3K +625 New
CA
604
Crewe Advisors
Utah
$20K -$30.1K -972 -62%
TFS
605
TrustCore Financial Services
Tennessee
$20K – – –
JPLA
606
Joseph P. Lucia & Associates
New York
$20K +$17.9K +580 New
MSFP
607
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
PMFA
608
Plante Moran Financial Advisors
Michigan
$19K +$526 +17 +3%
HIA
609
Harbor Investment Advisory
Maryland
$19K +$959 +31 +6%
FPCG
610
Fort Pitt Capital Group
Pennsylvania
$19K +$17K +550 New
RPWA
611
Regent Peak Wealth Advisors
Georgia
$19K +$17.4K +562 New
DOA
612
D'Orazio & Associates
Virginia
$18K +$13.2K +428 +441%
PFO
613
Pathstone Family Office
New Jersey
$18K +$16.2K +525 New
M1FG
614
Mach-1 Financial Group
Arkansas
$18K +$17K +550 New
VFA
615
Valeo Financial Advisors
Indiana
$17K -$55.7K -1,800 -78%
AWM
616
Atticus Wealth Management
Florida
$17K -$35.1K -1,134 -69%
ARMC
617
American Research & Management Company
Massachusetts
$17K – – –
TF
618
Tompkins Financial
New York
$17K +$15.5K +500 New
AAP
619
Arax Advisory Partners
Colorado
$16K – – –
WEC
620
Winslow Evans & Crocker
Massachusetts
$16K +$6.84K +221 +88%
KPCM
621
Kings Point Capital Management
New York
$15K – – –
MMG
622
Monetary Management Group
Missouri
$15K – – –
SIS
623
Sound Income Strategies
Florida
$15K – – –
CCA
624
Childress Capital Advisors
Texas
$14K +$11.2K +362 New
PFSC
625
Peoples Financial Services Corp
Pennsylvania
$12K – – –
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