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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
BerganKDV Wealth Management
Minnesota
$4K – – –
CLOS
652
Compagnie Lombard Odier SCmA
Switzerland
$4K – – –
LF
653
Lee Financial
Texas
$4K – – –
SC
654
Schubert & Co
Texas
$4K +$484 +2 +15%
LCM
655
Logan Capital Management
Pennsylvania
$4K +$3.63K +15 New
PFS
656
Prospera Financial Services
Texas
$3K +$3.14K +13 New
DI
657
Disciplined Investments
Oklahoma
$3K +$3.39K +14 New
HS
658
Horan Securities
United States
$2K – – –
LIM
659
Longfellow Investment Management
Massachusetts
$2K – – –
TF
660
Tompkins Financial
New York
$2K – – –
CWP
661
Concord Wealth Partners
Virginia
$2K +$2.18K +9 New
GKIM
662
GW&K Investment Management
Massachusetts
$2K +$2.18K +9 New
GEA
663
Glen Eagle Advisors
New Jersey
$1.21K – – –
AA
664
Addison Advisors
Vermont
$1K – – –
GWM
665
Geneos Wealth Management
Colorado
$1K – – –
MCM
666
Manchester Capital Management
Vermont
$1K – – –
PWMG
667
Prestige Wealth Management Group
New Jersey
$1K – – –
SC
668
Sierra Capital
Florida
$1K – – –
TFM
669
TFC Financial Management
Massachusetts
$1K – – –
PI
670
PEAK6 Investments
Illinois
$1K +$484 +2 New
MA
671
MCF Advisors
Kentucky
$1K +$968 +4 New
AssetMark Inc
672
AssetMark Inc
California
$1K +$1.45K +6 New
MCC
673
Money Concepts Capital
Florida
$1K +$1.45K +6 New
WPA
674
West Paces Advisors
Georgia
$970 +$968 +4 New
WA
675
WestEnd Advisors
North Carolina
$242 -$242 -1 Closed