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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
Tradewinds Capital Management
Washington
$2K -$5.52K -57 -66%
AFS
552
Annapolis Financial Services
Maryland
$2K – – –
BWM
553
Baystate Wealth Management
Massachusetts
$2K – – –
CSB
554
City State Bank
Iowa
$2K – – –
CCA
555
Column Capital Advisors
Indiana
$2K – – –
FCA
556
FinTrust Capital Advisors
South Carolina
$2K – – –
CAC
557
Core Alternative Capital
Georgia
$2K +$872 +9 +45%
SFO
558
Standard Family Office
South Dakota
$2K +$1.84K +19 New
SOW
559
State of Wyoming
Wyoming
$2K +$1.94K +20 New
LF
560
Lee Financial
Texas
$2K +$2.52K +26 New
FMB
561
Field & Main Bank
Kentucky
$2K +$2.62K +27 New
MFC
562
Mechanics Financial Corp
Ohio
$2K +$2.62K +27 New
LFA
563
Level Financial Advisors
New York
$2K +$2.91K +30 New
FP
564
Financial Perspectives
Minnesota
$1.64K +$1.94K +20 New
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$1K -$1.74K -18 -72%
MA
566
Montag & Associates
Georgia
$1K -$872 -9 -35%
CMBA
567
C.M. Bidwell & Associates
Hawaii
$1K – – –
FPS
568
Fieldpoint Private Securities
Connecticut
$1K – – –
FEG
569
Financial Enhancement Group
Indiana
$1K – – –
GIA
570
GHP Investment Advisors
Colorado
$1K – – –
MA
571
MCF Advisors
Kentucky
$1K – – –
ME
572
McIlrath & Eck
Washington
$1K – – –
CI Investments Inc
573
CI Investments Inc
Ontario, Canada
$1K +$97 +1 +7%
BTI
574
Blue Trust Inc
Georgia
$1K +$678 +7 New
SC
575
Schubert & Co
Texas
$1K +$775 +8 New