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Name Holding Trade Value Shares
Change
Change in
Stake
HI
301
Hudock Inc
Pennsylvania
$1K
JFGIW
302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
OC
303
Oakworth Capital
Alabama
$1K
PCFFS
304
Pacific Center for Financial Services
California
$1K
PWM
305
Perigon Wealth Management
California
$1K
RWA
306
Ropes Wealth Advisors
Massachusetts
$1K
TF
307
Tompkins Financial
New York
$1K
VIA
308
Vantage Investment Advisors
Pennsylvania
$1K
VDFA
309
Vickerman & Driscoll Financial Advisors
Washington
$1K +$412 +80 New
PCG
310
Private Capital Group
Connecticut
$1K +$598 +116 New
WC
311
Whitnell & Co
Illinois
$1K +$598 +116 New
SWP
312
Strategic Wealth Partners
Ohio
$1K +$618 +120 New
IWP
313
Icon Wealth Partners
Texas
$1K +$1.44K +280 New
FRA
314
Front Row Advisors
California
$1K +$1.57K +304 New
LFA
315
Legacy Financial Advisors
Kentucky
$1K +$1.62K +314 New
CA
316
Calton & Associates
Florida
$1K +$2.04K +396 New
WIM
317
Westside Investment Management
California
$732
WEC
318
Winslow Evans & Crocker
Massachusetts
$136 -$12.4K -2,400 -99%
BNP Paribas Financial Markets
319
BNP Paribas Financial Markets
France
$14
TG
320
TCW Group
California
-$36.3M -6,074,746 Closed
WRF
321
Waddell & Reed Financial
Kansas
-$12.9M -2,161,900 Closed
MAP
322
Managed Asset Portfolios
Michigan
-$9.95M -1,663,570 Closed
ACH
323
ArrowMark Colorado Holdings
Colorado
-$9.57M -1,600,000 Closed
IAM
324
Integre Asset Management
New York
-$4.04M -675,894 Closed
UCFA
325
United Capital Financial Advisors
Texas
-$3.41M -570,226 Closed