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Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Centerpoint Advisors
Massachusetts
$2K – – –
LJHT
602
Laurie J. Hall Trustee
$2K – – –
PO
603
Private Ocean
California
$1.89K – – –
AAP
604
Arax Advisory Partners
Colorado
$1.75K +$635 +14 +61%
IRC
605
Investors Research Corp
Georgia
$1.7K – – –
FCA
606
FinTrust Capital Advisors
South Carolina
$1.58K – – –
WIM
607
WealthPlan Investment Management
Nebraska
$1.42K – – –
KFS
608
Kelly Financial Services
Massachusetts
$1.04K -$2.36K -52 -70%
FMP
609
Financial Management Professionals
Texas
$1K – – –
TFA
610
Transamerica Financial Advisors
Florida
$1K – – –
VNA
611
Valley National Advisers
Pennsylvania
$1K – – –
SF
612
Safeguard Financial
Wisconsin
$1K +$227 +5 New
SIA
613
SkyView Investment Advisors
New Jersey
$1K +$363 +8 +114%
GKIM
614
GW&K Investment Management
Massachusetts
$1K +$499 +11 New
BG
615
Bollard Group
Massachusetts
$1K +$1.13K +25 New
HWM
616
HighMark Wealth Management
Minnesota
$968 – – –
SWA
617
Sutton Wealth Advisors
Florida
$945 -$589 -13 -39%
MA
618
MCF Advisors
Kentucky
$757 – – –
BF
619
BOK Financial
Oklahoma
$662 -$3.58K -79 -85%
Kayne Anderson Rudnick Investment Management
620
Kayne Anderson Rudnick Investment Management
California
$615 +$499 +11 +550%
WPA
621
West Paces Advisors
Georgia
$520 – – –
CA
622
Crewe Advisors
Utah
$473 -$3.26K -72 -88%
VWM
623
Venturi Wealth Management
Texas
$473 +$453 +10 New
TFM
624
TFC Financial Management
Massachusetts
$379 +$45 +1 +14%
HWP
625
Highline Wealth Partners
California
$378 – – –