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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
901
Winch Advisory Services
Wisconsin
$6K
LWANC
902
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K -$1.87K -5 -25%
BWM
903
BerganKDV Wealth Management
Minnesota
$5K
FWM
904
Focused Wealth Management
New York
$5K
AA
905
AlphaMark Advisors
Kentucky
$4K
GI
906
Gradient Investments
Minnesota
$4K
JCM
907
Jacobi Capital Management
Pennsylvania
$4K
PWMG
908
Prestige Wealth Management Group
New Jersey
$4K
MIM
909
Macroview Investment Management
Maryland
$4K +$375 +1 +10%
VNA
910
Valley National Advisers
Pennsylvania
$4K +$749 +2 +20%
DWP
911
Destiny Wealth Partners
Florida
$4K +$4.12K +11 New
AWM
912
Activest Wealth Management
Florida
$4K +$4.87K +13 New
FPS
913
Fieldpoint Private Securities
Connecticut
$4K +$4.87K +13 New
RIM
914
Rockbridge Investment Management
New York
$4K +$4.87K +13 New
T2I
915
Turim 21 Investimentos
Brazil
$4K +$4.87K +13 New
KFS
916
Kelly Financial Services
Massachusetts
$3.07K
AFS
917
Annapolis Financial Services
Maryland
$3K
FHC
918
First Horizon Corporation
Tennessee
$3K
HWM
919
HighMark Wealth Management
Minnesota
$2K -$375 -1 -13%
SBL
920
Sargent Bickham Lagudis
Colorado
$2K
TFA
921
Toth Financial Advisory
Virginia
$2K +$2.62K +7 New
BCWM
922
Bartlett & Co Wealth Management
Ohio
$1.36K
GFPC
923
Global Financial Private Client
Florida
$1.06K
AIG
924
American International Group
New York
$1.01K -$97K -259 -8%
BC
925
Bartlett & Co
Ohio
$1K