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Name Holding Trade Value Shares
Change
Change in
Stake
IF
301
Ironwood Financial
Arizona
$2K
LNB
302
Ledyard National Bank
$2K
MIM
303
Macroview Investment Management
Maryland
$2K
MCM
304
Monument Capital Management
Virginia
$2K
PFSC
305
Peoples Financial Services Corp
Pennsylvania
$2K
CFD
306
Creative Financial Designs
Indiana
$2K +$649 +40 +53%
BIMC
307
Benson Investment Management Company
Virginia
$2K +$1.62K +100 New
CAL
308
Capital Analysts LLC
Pennsylvania
$2K +$1.62K +100 New
OIA
309
Optimum Investment Advisors
Illinois
$2K +$1.62K +100 New
SSB
310
Sandy Spring Bank
Maryland
$2K +$1.62K +100 New
KF
311
Krilogy Financial
Missouri
$1K -$10.6K -655 -93%
BCMIO
312
Beacon Capital Management Inc (Ohio)
Ohio
$1K
GAM
313
Gemmer Asset Management
California
$1K
LWM
314
Lenox Wealth Management
Ohio
$1K
OWA
315
One Wealth Advisors
California
$1K
RFA
316
Reilly Financial Advisors
California
$1K
SCM
317
Stumpf Capital Management
Arizona
$1K
IFAM
318
Institutional & Family Asset Management
Colorado
$1K +$649 +40 New
MPPLM
319
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1K +$649 +40 +200%
AWM
320
Aevitas Wealth Management
Massachusetts
$1K +$779 +48 New
VCM
321
Virtue Capital Management
Tennessee
$1K +$1.2K +74 New
IIC
322
Integrated Investment Consultants
Michigan
$1K +$1.3K +80 New
YWP
323
YorkBridge Wealth Partners
New York
$1K +$1.62K +100 New
DM
324
DST Managers
Cayman Islands
-$146M -10,007,570 Closed
First Trust Advisors
325
First Trust Advisors
Illinois
-$95.6M -6,546,551 Closed