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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
NC
501
NewSquare Capital
Pennsylvania
$424 +$428 +6 New
PWM
502
Parkworth Wealth Management
California
$424 +$428 +6 New
AF
503
Advisornet Financial
Minnesota
$318 -$3.07K -43 -90%
CSWM
504
Cassady Schiller Wealth Management
Ohio
$318 +$357 +5 New
VWA
505
Valued Wealth Advisors
Utah
$214
PWA
506
Principia Wealth Advisory
Texas
$212 +$214 +3 New
TFM
507
TFC Financial Management
Massachusetts
$107
AWM
508
Activest Wealth Management
Florida
$106 +$143 +2 New
SS
509
SBI Securities
Japan
$106 +$143 +2 New
SSG
510
Summit Securities Group
New York
$106 +$143 +2 New
GC
511
Guggenheim Capital
Illinois
-$13M -208,412 Closed
CAM
512
Cresset Asset Management
Illinois
-$1.2M -19,181 Closed
NYLIM
513
New York Life Investment Management
New York
-$1.07M -17,031 Closed
I
514
InceptionR
California
-$831K -13,275 Closed
FNA
515
First National Advisers
Nebraska
-$689K -11,006 Closed
KTA
516
Keeley-Teton Advisors
Illinois
-$628K -10,029 Closed
TCM
517
Teza Capital Management
Illinois
-$572K -9,131 Closed
OC
518
Oppenheimer & Co
New York
-$522K -8,346 Closed
Cambridge Investment Research Advisors
519
Cambridge Investment Research Advisors
Iowa
-$487K -7,778 Closed
KNFPWM
520
Keeler & Nadler Financial Planning & Wealth Management
Ohio
-$397K -6,341 Closed
AC
521
AXQ Capital
New Jersey
-$393K -6,279 Closed
NC
522
nVerses Capital
Florida
-$300K -4,800 Closed
MAM
523
Martingale Asset Management
Massachusetts
-$286K -4,563 Closed
FTDI
524
First Trust Direct Indexing
Massachusetts
-$274K -4,373 Closed
OAM
525
Origin Asset Management
United Kingdom
-$231K -3,690 Closed