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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
751
Doyle Wealth Management
Florida
$8K +$8.87K +150 New
GWMIA
752
Global Wealth Management Investment Advisory
Florida
$8K +$8.87K +150 New
JWA
753
JFS Wealth Advisors
Pennsylvania
$8K +$9.16K +155 New
QCIG
754
Quad-Cities Investment Group
Iowa
$7K +$59 +1 +0.8%
FHA
755
First Horizon Advisors
Tennessee
$7K +$6.8K +115 +397%
FNC
756
First National Corp
Massachusetts
$7K +$7.86K +133 New
PFBT
757
Parkside Financial Bank & Trust
Missouri
$6K -$1.66K -28 -19%
FC
758
Ferris Capital
Massachusetts
$6K -$828 -14 -11%
ADL
759
Asset Dedication LLC
California
$6K – – –
ME
760
McIlrath & Eck
Washington
$6K – – –
TFO
761
Tarbox Family Office
California
$6K – – –
SIM
762
Sonora Investment Management
Arizona
$6K +$2.37K +40 +57%
PWM
763
PRW Wealth Management
Massachusetts
$6K +$7.39K +125 New
BWM
764
Baystate Wealth Management
Massachusetts
$5K -$2.9K -49 -35%
OSNBOA
765
Old Second National Bank of Aurora
Illinois
$5K – – –
TSW
766
Thompson Siegel & Walmsley
Virginia
$5K – – –
FPS
767
Fieldpoint Private Securities
Connecticut
$5K +$59 +1 +1%
PWMG
768
Prestige Wealth Management Group
New Jersey
$5K +$5.38K +91 New
RCG
769
Ruggie Capital Group
Florida
$5K +$5.79K +98 New
JCM
770
Julex Capital Management
Massachusetts
$5K +$6.68K +113 New
VFA
771
Valeo Financial Advisors
Indiana
$4K – – –
SPL
772
Smart Portfolios LLC
Washington
$4K +$4.14K +70 New
WOC
773
West Oak Capital
California
$3.68K – – –
CBT
774
Capital Bank & Trust
California
$3K -$3.97M -67,120 -100%
SIS
775
Sound Income Strategies
Florida
$3K – – –