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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
FCAS
305
First Command Advisory Services
Texas
$1.44K -$1.52K -32 -52%
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$1.4K
CCWM
307
Cassaday & Co Wealth Management
Virginia
$1.35K -$5.84K -123 -81%
TWC
308
TD Waterhouse Canada
Ontario, Canada
$1.25K +$1.19K +25 New
IAIM
309
International Assets Investment Management
Florida
$1.21K -$4.75K -100 -81%
WA
310
WPG Advisers
Maryland
$1.2K
SIC
311
SJS Investment Consulting
Ohio
$1.01K +$665 +14 +200%
AW
312
Avion Wealth
Texas
$1K +$475 +10 +91%
MCA
313
McGuire Capital Advisors
Oklahoma
$962
CA
314
Continuum Advisory
Idaho
$962 +$949 +20 New
GEA
315
Glen Eagle Advisors
New Jersey
$866
KFG
316
Kingdom Financial Group
Arizona
$818
TPCW
317
TD Private Client Wealth
New York
$770
HNB
318
Huntington National Bank
Ohio
$721 +$712 +15 New
GWM
319
Gilpin Wealth Management
Colorado
$530 +$142 +3 +38%
RWM
320
Rialto Wealth Management
New York
$530 +$522 +11 New
PA
321
Parallel Advisors
California
$529 +$285 +6 +120%
PMFA
322
Plante Moran Financial Advisors
Michigan
$385 +$380 +8 New
HI
323
Harbour Investments
Wisconsin
$241 +$237 +5 New
SEP
324
Signature Equity Partners
Ohio
$241 +$237 +5 New
TFA
325
Transamerica Financial Advisors
Florida
$240 +$190 +4 +400%