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Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
451
Zullo Investment Group
Pennsylvania
$3K – – –
SC
452
Schubert & Co
Texas
$3K +$2.27K +21 +210%
PFBT
453
Parkside Financial Bank & Trust
Missouri
$3K +$2.59K +24 +300%
HI
454
Harbour Investments
Wisconsin
$3K +$2.81K +26 New
TPCW
455
TD Private Client Wealth
New York
$2.87K – – –
TWC
456
TD Waterhouse Canada
Ontario, Canada
$2.14K – – –
FA
457
Fortis Advisors
Pennsylvania
$2K – – –
SIS
458
Sound Income Strategies
Florida
$2K – – –
EWA
459
EverSource Wealth Advisors
Alabama
$2K +$756 +7 +47%
CI
460
CX Institutional
Indiana
$2K +$1.62K +15 New
SFG
461
Steward Financial Group
Texas
$2K +$2.7K +25 New
RWM
462
Raffa Wealth Management
District of Columbia
$1.59K – – –
SWA
463
SOA Wealth Advisors
New York
$1K -$2.59K -24 -71%
AIP
464
Ahrens Investment Partners
Louisiana
$1K – – –
BWM
465
BerganKDV Wealth Management
Minnesota
$1K – – –
BBPWM
466
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
LF
467
Lee Financial
Texas
$1K – – –
TF
468
TimeScale Financial
Massachusetts
$1K – – –
TFS
469
TrustCore Financial Services
Tennessee
$1K – – –
DI
470
Disciplined Investments
Oklahoma
$1K +$108 +1 +9%
BTI
471
Blue Trust Inc
Georgia
$1K +$540 +5 New
FBC
472
Fairfield, Bush & Co
Connecticut
$1K +$540 +5 New
TFA
473
Transamerica Financial Advisors
Florida
$1K +$1.08K +10 New
JFGIW
474
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.29K +12 New
CAL
475
Capital Advisors Ltd
Ohio
$1K +$1.51K +14 New