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Name Holding Trade Value Shares
Change
Change in
Stake
CSC
326
Caldwell Sutter Capital
California
$2.04K
BTI
327
Blue Trust Inc
Georgia
$2K -$42 -2 -2%
VF
328
VitalStone Financial
Texas
$2K +$2.59K +124 New
SFG
329
Steward Financial Group
Texas
$2K +$2.65K +127 New
GWS
330
Glassman Wealth Services
Virginia
$1.61K
GWMIA
331
Global Wealth Management Investment Advisory
Florida
$1.53K +$1.04K +50 +200%
BIA
332
Bell Investment Advisors
California
$1.43K -$898 -43 -38%
AAP
333
Arax Advisory Partners
Colorado
$1.02K +$1.04K +50 New
HWM
334
HighMark Wealth Management
Minnesota
$1.01K
EARNEST Partners
335
EARNEST Partners
Georgia
$918
BAAM
336
Baker Avenue Asset Management
California
$878 +$459 +22 +105%
SIC
337
SJS Investment Consulting
Ohio
$837 +$188 +9 +28%
Toronto Dominion Bank
338
Toronto Dominion Bank
Ontario, Canada
$816 +$835 +40 New
FFA
339
Farther Finance Advisors
California
$735 -$2.34K -112 -76%
VCM
340
Versant Capital Management
Arizona
$633
First Manhattan
341
First Manhattan
New York
$591
IWP
342
IAG Wealth Partners
Wisconsin
$551
SWA
343
Sutton Wealth Advisors
Florida
$531
CA
344
Clearstead Advisors
Ohio
$409
LWANC
345
Laurel Wealth Advisors (North Carolina)
North Carolina
$307
TCM
346
Tradewinds Capital Management
Washington
$164
LFG
347
Larson Financial Group
Missouri
$143
EAM
348
Eukles Asset Management
Ohio
$122
TWP
349
TFO Wealth Partners
Ohio
$87
Wellington Management Group
350
Wellington Management Group
Massachusetts
-$25.4M -1,167,338 Closed