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Name Holding Trade Value Shares
Change
Change in
Stake
PO
501
Private Ocean
California
$7K – – –
SIS
502
Sound Income Strategies
Florida
$7K – – –
JWA
503
JFS Wealth Advisors
Pennsylvania
$7K +$6.84K +49 New
MA
504
MUFG Americas
New York
$6K -$4.89K -35 -45%
BA
505
Bellwether Advisors
Nebraska
$6K – – –
PMFA
506
Plante Moran Financial Advisors
Michigan
$6K – – –
SFM
507
Signet Financial Management
New Jersey
$6K +$5.58K +40 New
BBPWM
508
Blue Bell Private Wealth Management
Pennsylvania
$6K +$6.14K +44 New
CTC
509
Central Trust Company
Missouri
$5K – – –
HWM
510
HighMark Wealth Management
Minnesota
$5K – – –
PP
511
Pacifica Partners
Canada
$5K – – –
RFA
512
Reilly Financial Advisors
California
$5K – – –
TJHA
513
Thomas J. Herzfeld Advisors
Florida
$5K – – –
BIA
514
Bell Investment Advisors
California
$5K +$2.51K +18 +113%
VNA
515
Valley National Advisers
Pennsylvania
$4K – – –
FAG
516
Fortitude Advisory Group
Washington
$4K +$3.91K +28 New
QC
517
Quent Capital
New York
$4K +$4.19K +30 New
ECM
518
Estabrook Capital Management
New York
$3.78K +$3.77K +27 New
GWM
519
Geneos Wealth Management
Colorado
$3K -$9.49K -68 -76%
GI
520
Gradient Investments
Minnesota
$3K – – –
SC
521
Solstein Capital
California
$3K – – –
MSFP
522
Mark Sheptoff Financial Planning
Connecticut
$3K +$3.21K +23 New
BHWM
523
Beaird Harris Wealth Management
Texas
$3K +$3.35K +24 New
AWM
524
Atticus Wealth Management
Florida
$2K -$48.9K -350 -97%
SA
525
SRH Advisors
Kansas
$2K – – –