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ROKU

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
576
Reilly Financial Advisors
California
$7K -$296K -1,870 -98%
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$7K +$5.53K +35 New
NSIM
578
North Star Investment Management
Illinois
$6K – – –
SIAS
579
Shine Investment Advisory Services
Colorado
$6K – – –
ZB
580
Zions Bancorporation
Utah
$6K – – –
MF
581
Manchester Financial
California
$6K +$949 +6 +21%
GI
582
Gradient Investments
Minnesota
$6K +$4.74K +30 New
PFG
583
Pacific Financial Group
Washington
$6K +$4.74K +30 New
LC
584
Lindbrook Capital
California
$6K +$5.22K +33 New
TPCW
585
TD Private Client Wealth
New York
$5.29K +$474 +3 +12%
BFC
586
Bedel Financial Consulting
Indiana
$5K – – –
CFD
587
Creative Financial Designs
Indiana
$5K – – –
CSPIA
588
Cary Street Partners Investment Advisory
Virginia
$5K +$3.95K +25 New
FP
589
Fiduciary Planning
Florida
$5K +$3.95K +25 New
SFSIG
590
San Francisco Sentry Investment Group
California
$5K +$3.95K +25 New
NNP
591
Nachman Norwood & Parrott
South Carolina
$5K +$4.43K +28 New
APWA
592
Atlas Private Wealth Advisors
New Jersey
$4K -$12.6K -80 -80%
EFSCE
593
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$1.74K +11 +79%
BCA
594
Berman Capital Advisors
Georgia
$4K +$3.48K +22 New
JWA
595
JFS Wealth Advisors
Pennsylvania
$3K – – –
NL
596
NVWM LLC
Pennsylvania
$3K – – –
VCM
597
Versant Capital Management
Arizona
$3K – – –
GWS
598
Glassman Wealth Services
Virginia
$3K +$1.58K +10 +200%
DAM
599
Delta Asset Management
Tennessee
$3K +$2.37K +15 New
GWMIA
600
Global Wealth Management Investment Advisory
Florida
$2K -$39.5K -250 -96%
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