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TEL

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
601
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
OC
602
Oakworth Capital
Alabama
$6K – – –
SIAS
603
Shine Investment Advisory Services
Colorado
$6K – – –
LWANC
604
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K +$2.56K +30 +46%
FFW
605
Fusion Family Wealth
New York
$6K +$3.42K +40 +80%
CFB
606
Cullen/Frost Bankers
Texas
$5K -$9.9K -116 -60%
ADL
607
Asset Dedication LLC
California
$5K -$3.33K -39 -31%
JFA
608
JNBA Financial Advisors
Minnesota
$5K – – –
PB
609
Pinnacle Bancorp
Nebraska
$5K – – –
TCM
610
Tradewinds Capital Management
Washington
$5K – – –
CAC
611
Certified Advisory Corp
Florida
$5K +$85 +1 +1%
GWS
612
Glassman Wealth Services
Virginia
$5K +$3.33K +39 +91%
BC
613
Bartlett & Co
Ohio
$5K +$6.4K +75 New
BEI
614
Benjamin Edwards Inc
Missouri
$5K +$6.57K +77 New
BCWM
615
Bartlett & Co Wealth Management
Ohio
$4.72K -$110K -1,285 -94%
LC
616
Lindbrook Capital
California
$4K -$48.5K -568 -90%
SQA
617
Simon Quick Advisors
New Jersey
$4K -$1.62K -19 -23%
BGIM
618
Brandywine Global Investment Management
Pennsylvania
$4K +$683 +8 +17%
HWA
619
HHM Wealth Advisors
Tennessee
$4K +$5.98K +70 New
PFGIA
620
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$4.61K -54 -51%
HCM
621
Highlander Capital Management
New Jersey
$3K – – –
SFA
622
Semmax Financial Advisors
North Carolina
$3K – – –
TI
623
Truehand Inc
New Hampshire
$3K – – –
SL
624
Savior LLC
Massachusetts
$3K +$85 +1 +2%
CS
625
Candriam SCA
Luxembourg
$3K +$4.01K +47 New
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