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Name Holding Trade Value Shares
Change
Change in
Stake
LF
501
Lee Financial
Texas
$4K – – –
TCM
502
Tradewinds Capital Management
Washington
$4K – – –
TFS
503
TrustCore Financial Services
Tennessee
$4K – – –
WWMSC
504
Wagner Wealth Management (South Carolina)
South Carolina
$4K – – –
BTI
505
Blue Trust Inc
Georgia
$4K +$1K +42 +25%
SC
506
Schubert & Co
Texas
$4K +$2.19K +92 +84%
FF
507
FourThought Financial
Florida
$4K +$4.13K +173 New
ZB
508
Zions Bancorporation
Utah
$4K +$4.29K +180 New
CP
509
Castleview Partners
Texas
$3K -$4.22K -177 -59%
CMA
510
Cedar Mountain Advisors
Oregon
$3K -$191 -8 -5%
ADL
511
Asset Dedication LLC
California
$3K – – –
BAM
512
Byrne Asset Management
New Jersey
$3K – – –
MCA
513
Maryland Capital Advisors
Maryland
$3K – – –
MS
514
Mizuho Securities
Japan
$3K – – –
TF
515
Tompkins Financial
New York
$3K – – –
KFS
516
Kelly Financial Services
Massachusetts
$2.1K – – –
PP
517
PFS Partners
New Jersey
$2.1K – – –
AWM
518
Accel Wealth Management
Iowa
$2K – – –
AW
519
Avion Wealth
Texas
$2K – – –
CWC
520
Carolinas Wealth Consulting
North Carolina
$2K – – –
MSFP
521
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
SIS
522
Sound Income Strategies
Florida
$2K – – –
S
523
Surevest
California
$2K – – –
TFM
524
TFC Financial Management
Massachusetts
$2K – – –
TCOV
525
Trust Company of Vermont
Vermont
$2K – – –