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Q2 Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$1.92K -$1.61K -34 -46%
MAM
302
Marquette Asset Management
Minnesota
$1.83K -$1.95K -41 -52%
CFO
303
CVA Family Office
Colorado
$1.78K +$1.76K +37 New
MAFA
304
MJT & Associates Financial Advisory
Minnesota
$1.73K +$1.71K +36 New
PFBT
305
Parkside Financial Bank & Trust
Missouri
$1.59K -$570 -12 -27%
FCAS
306
First Command Advisory Services
Texas
$1.44K -$1.52K -32 -52%
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$1.4K – – –
CCWM
308
Cassaday & Co Wealth Management
Virginia
$1.35K -$5.84K -123 -81%
TWC
309
TD Waterhouse Canada
Ontario, Canada
$1.25K +$1.19K +25 New
IAIM
310
International Assets Investment Management
Florida
$1.21K -$4.75K -100 -81%
WA
311
WPG Advisers
Maryland
$1.2K – – –
SIC
312
SJS Investment Consulting
Ohio
$1.01K +$665 +14 +200%
AW
313
Avion Wealth
Texas
$1K +$475 +10 +91%
MCA
314
McGuire Capital Advisors
Oklahoma
$962 – – –
CA
315
Continuum Advisory
Idaho
$962 +$949 +20 New
GEA
316
Glen Eagle Advisors
New Jersey
$866 – – –
KFG
317
Kingdom Financial Group
Arizona
$818 – – –
TPCW
318
TD Private Client Wealth
New York
$770 – – –
HNB
319
Huntington National Bank
Ohio
$721 +$712 +15 New
GWM
320
Gilpin Wealth Management
Colorado
$530 +$142 +3 +38%
RWM
321
Rialto Wealth Management
New York
$530 +$522 +11 New
PA
322
Parallel Advisors
California
$529 +$285 +6 +120%
PMFA
323
Plante Moran Financial Advisors
Michigan
$385 +$380 +8 New
HI
324
Harbour Investments
Wisconsin
$241 +$237 +5 New
SEP
325
Signature Equity Partners
Ohio
$241 +$237 +5 New