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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
426
BerganKDV Wealth Management
Minnesota
$4K +$852 +15 +15%
S
427
Surevest
California
$4K +$5.68K +100 New
SWM
428
Selective Wealth Management
Virginia
$3K -$1.25K -22 -22%
SAM
429
Strategic Asset Management
Minnesota
$3K -$625 -11 -14%
BCMLT
430
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
LWCFA
431
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
OIA
432
Optimum Investment Advisors
Illinois
$3K
SWA
433
SOA Wealth Advisors
New York
$3K
TFM
434
TFC Financial Management
Massachusetts
$3K
UB
435
UMB Bank
Missouri
$3K
AF
436
Allworth Financial
California
$3K +$341 +6 +8%
CFG
437
CKW Financial Group
Hawaii
$3K +$4.6K +81 New
TCWM
438
Total Clarity Wealth Management
Illinois
$3K +$5.22K +92 New
BIA
439
Bell Investment Advisors
California
$3K +$5.34K +94 New
Lazard Asset Management
440
Lazard Asset Management
New York
$2K -$705K -12,422 -99%
FWM
441
Focused Wealth Management
New York
$2K -$14.1K -249 -81%
AAP
442
Arax Advisory Partners
Colorado
$2K
GRP
443
Global Retirement Partners
California
$2K
LWANC
444
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
NL
445
NVWM LLC
Pennsylvania
$2K
RDIA
446
RE Dickinson Investment Advisors
Iowa
$2K
SBL
447
Sargent Bickham Lagudis
Colorado
$2K +$341 +6 +14%
MAM
448
Meeder Asset Management
Ohio
$2K +$568 +10 +18%
CAC
449
Core Alternative Capital
Georgia
$2K +$681 +12 +41%
VNA
450
Valley National Advisers
Pennsylvania
$2K +$1.25K +22 +116%