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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
301
Sun Life Financial
Ontario, Canada
$3K -$68 -6 -3%
CWC
302
Carolinas Wealth Consulting
North Carolina
$3K -$57 -5 -2%
Farmers & Merchants Investments Inc
303
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
FWM
304
Filbrandt Wealth Management
Wisconsin
$3K – – –
RWM
305
Raffa Wealth Management
District of Columbia
$2.68K +$984 +87 +81%
IFP Advisors
306
IFP Advisors
Florida
$2K -$1.28K -113 -30%
M
307
MOTCO
Texas
$2K – – –
Whittier Trust
308
Whittier Trust
California
$2K – – –
RPWA
309
Regent Peak Wealth Advisors
Georgia
$2K +$1.69K +149 New
FF
310
FourThought Financial
Florida
$2K +$2.27K +201 New
SWA
311
Sutton Wealth Advisors
Florida
$1.07K -$826 -73 -48%
WEC
312
Winslow Evans & Crocker
Massachusetts
$1K -$21K -1,855 -96%
TCOV
313
Trust Company of Vermont
Vermont
$1K -$3.39K -300 -76%
EW
314
Evoke Wealth
California
$1K -$1.85K -164 -71%
APWM
315
Atlas Private Wealth Management
New York
$1K – – –
CFD
316
Creative Financial Designs
Indiana
$1K – – –
EWM
317
Endurance Wealth Management
Rhode Island
$1K – – –
FWM
318
Focused Wealth Management
New York
$1K – – –
PCG
319
Private Capital Group
Connecticut
$1K – – –
TWM
320
Tradition Wealth Management
Minnesota
$1K +$452 +40 New
FBT
321
First Bank & Trust
South Dakota
$1K +$848 +75 New
Jones Financial Companies
322
Jones Financial Companies
Missouri
$1K +$1.14K +101 New
ICP
323
Interchange Capital Partners
Pennsylvania
$1K +$1.52K +134 New
WIM
324
Westside Investment Management
California
$4 – – –
Harris Associates
325
Harris Associates
Illinois
– -$111M -12,209,616 Closed