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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
601
Pacific Center for Financial Services
California
$3K
PCTC
602
Perkins Coie Trust Company
Washington
$3K
QC
603
Quent Capital
New York
$3K
RDFA
604
Ritter Daniher Financial Advisory
Ohio
$3K
BONH
605
Bank of New Hampshire
New Hampshire
$3K +$2.94K +57 New
ANBT
606
American National Bank & Trust
Texas
$3K +$3.41K +66 New
DSC
607
Duncker Streett & Co
Missouri
$3K +$3.51K +68 New
ODG
608
O'Dell Group
Ohio
$3K +$3.51K +68 New
AFG
609
Albion Financial Group
Utah
$2K -$1.76K -34 -50%
EW
610
Evoke Wealth
California
$2K -$1.29K -25 -39%
CSB
611
City State Bank
Iowa
$2K
FAG
612
Fortitude Advisory Group
Washington
$2K
NSIM
613
North Star Investment Management
Illinois
$2K
WPWM
614
Western Pacific Wealth Management
Illinois
$2K
ACK
615
Andrew C. Karlinski
$1K -$103 -2 -7%
CA
616
Centerpoint Advisors
Massachusetts
$1K
UFF
617
USA Financial Formulas
Michigan
$1K
C
618
Covestor
United Kingdom
$1K +$568 +11 New
MAM
619
Marquette Asset Management
Minnesota
$1K +$775 +15 New
CS
620
Candriam SCA
Luxembourg
$1K +$1.19K +23 New
ONST
621
Old North State Trust
North Carolina
$328 -$330K -6,391 -100%
WIM
622
Westside Investment Management
California
$5
FGAM
623
Financial Gravity Asset Management
Texas
$4 +$310 +6 +2%
MF
624
Magnetar Financial
Illinois
-$51.5M -1,028,791 Closed
ECM
625
Endurant Capital Management
California
-$21.3M -424,490 Closed