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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
376
Avior Wealth Management
Nebraska
$3K – – –
CFG
377
Citizens Financial Group
Rhode Island
$3K – – –
CCM
378
Cribstone Capital Management
Maine
$3K – – –
VCM
379
Versant Capital Management
Arizona
$3K – – –
OPS
380
Orion Portfolio Solutions
Nebraska
$2K -$2.01K -68 -50%
ATC
381
Adirondack Trust Company
New York
$2K – – –
CHA
382
Carmichael Hill & Associates
Maryland
$2K – – –
PWMG
383
Prestige Wealth Management Group
New Jersey
$2K – – –
SIM
384
Sonora Investment Management
Arizona
$2K +$59 +2 +4%
HR
385
Howe & Rusling
New York
$2K +$532 +18 +36%
WAMC
386
Western Asset Management Company
California
$2K +$1K +34 New
BWM
387
BerganKDV Wealth Management
Minnesota
$2K +$1.36K +46 New
BL
388
Balentine LLC
Georgia
$2K +$1.86K +63 New
MSE
389
MUFG Securities EMEA
United Kingdom
$2K +$1.95K +66 New
CI
390
CX Institutional
Indiana
$1K -$2.69K -91 -73%
PA
391
Procyon Advisors
Connecticut
$1K -$473 -16 -42%
GWS
392
Glassman Wealth Services
Virginia
$1K -$59 -2 -4%
BWM
393
Baystate Wealth Management
Massachusetts
$1K – – –
LF
394
Lee Financial
Texas
$1K – – –
PCFFS
395
Pacific Center for Financial Services
California
$1K – – –
TPWA
396
TRUE Private Wealth Advisors
Oregon
$1K – – –
CWC
397
Carolinas Wealth Consulting
North Carolina
$1K +$680 +23 New
NIM
398
NuWave Investment Management
New Jersey
$1K +$916 +31 New
RA
399
Rational Advisors
New York
$1K +$916 +31 New
WIM
400
Westside Investment Management
California
$3 – – –
14 15
16
17 18