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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
776
Asset Dedication LLC
California
$8K – – –
FC
777
Ferris Capital
Massachusetts
$8K – – –
QCIG
778
Quad-Cities Investment Group
Iowa
$8K +$64 +1 +0.8%
FPS
779
Fieldpoint Private Securities
Connecticut
$7K – – –
LF
780
Lee Financial
Texas
$7K – – –
ME
781
McIlrath & Eck
Washington
$7K – – –
TFO
782
Tarbox Family Office
California
$7K – – –
AssetMark Inc
783
AssetMark Inc
California
$6K – – –
HCM
784
Highlander Capital Management
New Jersey
$6K – – –
LFA
785
Legacy Financial Advisors
Kentucky
$6K – – –
OSNBOA
786
Old Second National Bank of Aurora
Illinois
$6K – – –
TSW
787
Thompson Siegel & Walmsley
Virginia
$6K – – –
VFA
788
Valeo Financial Advisors
Indiana
$5K -$4.35K -68 -46%
TC
789
Trilogy Capital
California
$5K – – –
MWPCG
790
Measured Wealth Private Client Group
New Hampshire
$5K +$5.57K +87 New
WOC
791
West Oak Capital
California
$4.5K +$4.54K +71 New
SIM
792
Sonora Investment Management
Arizona
$4K – – –
BCM
793
Brasada Capital Management
Texas
$4K +$4.1K +64 New
SIS
794
Sound Income Strategies
Florida
$3K +$320 +5 +10%
CI
795
CX Institutional
Indiana
$3K +$2.88K +45 New
RWM
796
Raffa Wealth Management
District of Columbia
$2.54K – – –
FANJ
797
Financial Architects (New Jersey)
New Jersey
$2K -$26.1K -408 -93%
PMFA
798
Plante Moran Financial Advisors
Michigan
$2K -$17.9K -279 -89%
AF
799
Arrow Financial
New York
$2K – – –
BAM
800
Bruderman Asset Management
New York
$2K – – –