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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
776
CSat Investment Advisory
Michigan
$8K +$7.72K +121 New
QCIG
777
Quad-Cities Investment Group
Iowa
$8K +$8.11K +127 New
LF
778
Lee Financial
Texas
$7K – – –
TFO
779
Tarbox Family Office
California
$7K – – –
ME
780
McIlrath & Eck
Washington
$7K +$5.11K +80 +267%
AssetMark Inc
781
AssetMark Inc
California
$6K – – –
HCM
782
Highlander Capital Management
New Jersey
$6K – – –
LFA
783
Legacy Financial Advisors
Kentucky
$6K – – –
RWP
784
RWA Wealth Partners
Massachusetts
$6K – – –
TSW
785
Thompson Siegel & Walmsley
Virginia
$6K – – –
FPS
786
Fieldpoint Private Securities
Connecticut
$6K +$64 +1 +1%
PCM
787
Poehling Capital Management
Wisconsin
$6K +$4.79K +75 +300%
OSNBOA
788
Old Second National Bank of Aurora
Illinois
$5K – – –
TC
789
Trilogy Capital
California
$5K – – –
SIM
790
Sonora Investment Management
Arizona
$4K – – –
1832 Asset Management
791
1832 Asset Management
Ontario, Canada
$4K +$4.15K +65 New
SIS
792
Sound Income Strategies
Florida
$3K -$2.94K -46 -48%
JAM
793
Jolley Asset Management
North Carolina
$3K – – –
FWM
794
Focused Wealth Management
New York
$3K +$64 +1 +2%
RWM
795
Raffa Wealth Management
District of Columbia
$2.5K – – –
OFW
796
Omnia Family Wealth
Florida
$2K -$3.19K -50 -63%
AF
797
Arrow Financial
New York
$2K – – –
BAM
798
Bruderman Asset Management
New York
$2K – – –
GWS
799
Glassman Wealth Services
Virginia
$2K +$1.21K +19 +100%
CFC
800
Coyle Financial Counsel
Illinois
$2K +$1.72K +27 New