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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
426
Allworth Financial
California
$3K -$2.25K -21 -35%
CFFP
427
Center for Financial Planning
Michigan
$3K – – –
CAC
428
Core Alternative Capital
Georgia
$3K – – –
EDRH
429
Edmond de Rothschild Holding
Switzerland
$3K – – –
HDIM
430
Hanson & Doremus Investment Management
Vermont
$3K – – –
NSIM
431
North Star Investment Management
Illinois
$3K – – –
PK
432
Pflug Koory
Nebraska
$3K – – –
CFD
433
Creative Financial Designs
Indiana
$3K +$4.28K +40 New
RWM
434
Raffa Wealth Management
District of Columbia
$2.16K +$1.28K +12 +92%
TWA
435
TCI Wealth Advisors
Arizona
$2K -$5.67K -53 -72%
FCA
436
FinTrust Capital Advisors
South Carolina
$2K -$2.03K -19 -43%
AFG
437
Albion Financial Group
Utah
$2K – – –
CAL
438
Capital Advisors Ltd
Ohio
$2K – – –
CCA
439
Column Capital Advisors
Indiana
$2K – – –
LFA
440
Level Financial Advisors
New York
$2K – – –
MSFP
441
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
MS
442
Mizuho Securities
Japan
$2K – – –
PFSC
443
Peoples Financial Services Corp
Pennsylvania
$2K – – –
SWM
444
Selective Wealth Management
Virginia
$2K – – –
JWA
445
JFS Wealth Advisors
Pennsylvania
$2K +$1.07K +10 +100%
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.5K +14 +175%
DBG
447
De Burlo Group
Massachusetts
$1.73K +$2.14K +20 New
SC
448
Stephens Consulting
Michigan
$1.55K – – –
CA
449
Clearstead Advisors
Ohio
$1K -$116K -1,087 -99%
FHA
450
First Horizon Advisors
Tennessee
$1K -$17.7K -165 -90%
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