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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
351
Capital Analysts LLC
Pennsylvania
$2K
CWC
352
Carolinas Wealth Consulting
North Carolina
$2K
CFFP
353
Center for Financial Planning
Michigan
$2K
EFSCE
354
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
PB
355
Pinnacle Bancorp
Nebraska
$2K
RFA
356
Reilly Financial Advisors
California
$2K
GWS
357
Glassman Wealth Services
Virginia
$2K +$1.57K +170 +944%
PFBT
358
Parkside Financial Bank & Trust
Missouri
$2K +$2.37K +256 New
BCWM
359
Bartlett & Co Wealth Management
Ohio
$1.88K
MAM
360
Meeder Asset Management
Ohio
$1K -$65 -7 -6%
BFEC
361
Benjamin F. Edwards & Company
Missouri
$1K
MAWCM
362
Mine & Arao Wealth Creation & Management
California
$1K
NSIM
363
North Star Investment Management
Illinois
$1K
PFGIA
364
Patriot Financial Group Insurance Agency
Massachusetts
$1K
PGAM
365
Princeton Global Asset Management
New Jersey
$1K
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
$1K
TWA
367
TCI Wealth Advisors
Arizona
$1K +$167 +18 +15%
PFWA
368
Paces Ferry Wealth Advisors
Georgia
$1K +$556 +60 New
PS
369
Planned Solutions
California
$1K +$908 +98 New
JC
370
JBF Capital
Colorado
$1K +$927 +100 New
F
371
F3Logic
Minnesota
$939 +$927 +100 New
RWM
372
Raffa Wealth Management
District of Columbia
$667
TPCW
373
TD Private Client Wealth
New York
$338 +$334 +36 New
KFS
374
Kelly Financial Services
Massachusetts
$300
LM
375
Luminus Management
Texas
-$95.5M -10,768,706 Closed