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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
601
AUA Capital Management
Pennsylvania
$2K
BWM
602
Baystate Wealth Management
Massachusetts
$2K
BG
603
Bollard Group
Massachusetts
$2K
COCM
604
Charter Oak Capital Management
New Hampshire
$2K
CFG
605
CKW Financial Group
Hawaii
$2K
DMK
606
David M. Knott
$2K
HRC
607
Hoertkorn Richard Charles
$2K
IF
608
Ironwood Financial
Arizona
$2K
MCM
609
Manchester Capital Management
Vermont
$2K
MAWCM
610
Mine & Arao Wealth Creation & Management
California
$2K
OIA
611
Optimum Investment Advisors
Illinois
$2K
PWM
612
Prentice Wealth Management
New York
$2K
RFA
613
Reilly Financial Advisors
California
$2K
TFGT
614
TS Financial Group (TSFG)
Illinois
$2K
FNBOSM
615
First National Bank of South Miami
Florida
$2K +$517 +6 +30%
SQA
616
Simon Quick Advisors
New Jersey
$2K +$947 +11 +55%
KIG
617
Kowal Investment Group
Wisconsin
$2K +$1.64K +19 New
CI Investments Inc
618
CI Investments Inc
Ontario, Canada
$2K +$1.89K +22 New
TF
619
Tompkins Financial
New York
$2K +$2.07K +24 New
KIG
620
Kessler Investment Group
Indiana
$2K +$2.24K +26 New
WQ
621
Wealth Quarterback
New Jersey
$2K +$271K +3,152 +7,330%
LSA
622
Leonteq Securities AG
Switzerland
$1.81K
LTI
623
Laffer Tengler Investments
Tennessee
$1.72K +$1.72K +20 New
TG
624
TCW Group
California
$1.65K -$875K -10,158 -35%
MGIM
625
M&G Investment Management
United Kingdom
$1.52K +$3.96K +46 +0.3%