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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
901
AlphaMark Advisors
Kentucky
$4K – – –
MFA
902
McClarren Financial Advisors
Pennsylvania
$4K – – –
IFAM
903
Institutional & Family Asset Management
Colorado
$4K +$4.42K +12 New
PWM
904
Prentice Wealth Management
New York
$4K +$4.42K +12 New
CT
905
Caldwell Trust
Florida
$3.85K +$4.42K +12 New
SWA
906
Sutton Wealth Advisors
Florida
$3.21K – – –
AFS
907
Annapolis Financial Services
Maryland
$3K – – –
BCH
908
Berkshire Capital Holdings
California
$3K – – –
HFM
909
Hartford Financial Management
Connecticut
$3K – – –
RMC
910
Resources Management Corp
Connecticut
$3K – – –
KFI
911
Key Financial Inc
Pennsylvania
$3K +$3.68K +10 New
MA
912
MCF Advisors
Kentucky
$3K +$3.68K +10 New
SFPG
913
Stonebridge Financial Planning Group
Florida
$2K -$36.8K -100 -95%
WWM
914
Wolff Wiese Magana
California
$2K -$7.36K -20 -80%
RG
915
Retirement Group
California
$2K -$4.42K -12 -63%
DSC
916
Duncker Streett & Co
Missouri
$2K – – –
IF
917
Ironwood Financial
Arizona
$2K – – –
VNA
918
Valley National Advisers
Pennsylvania
$2K – – –
CCA
919
Column Capital Advisors
Indiana
$2K +$1.84K +5 New
DI
920
Disciplined Investments
Oklahoma
$2K +$1.84K +5 New
NWM
921
Navigation Wealth Management
Colorado
$2K +$1.84K +5 New
HWA
922
Heritage Wealth Advisors
Virginia
$1.61K +$1.84K +5 New
MGIM
923
M&G Investment Management
United Kingdom
$1.53K +$1.51M +4,113 +643%
TPCW
924
TD Private Client Wealth
New York
$1.28K -$22.1K -60 -94%
ADL
925
Asset Dedication LLC
California
$1K -$26.1K -71 -95%
35 36
37
38 39