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26 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1326
OSNBOA
Old Second National Bank of Aurora
Illinois
$10.7K $0 1 0% Maintained
1327
DIM
DLK Investment Management
California
$10.6K +$23.9K 1 0% New
1328
BHWM
Bay Harbor Wealth Management
Maryland
$10.5K +$2.08K 6 0% Increased
1329
PB
Pinnacle Bancorp
Nebraska
$10.2K -$4.22K 2 0% Reduced
1330
IPS
Investors Portfolio Services
Washington
$10.2K +$4.3K 6 0.01% Increased
1331
NWM
Navigoe Wealth Management
California
$10K +$2.12K 5 0.01% Increased
1332
RFS
Richardson Financial Services
Massachusetts
$9.7K +$62 1 0.01% Increased
1333
GSC
Ground Swell Capital
South Carolina
$9.7K -$213K 1 0.01% Reduced
1334
SEP
Signature Equity Partners
Ohio
$9.48K -$6.38K 2 0% Reduced
1335
KFP
Kerr Financial Planning
California
$9.47K $0 1 0.01% Maintained
1336
NFSG
Newbridge Financial Services Group
Florida
$9.13K +$415 4 0% Increased
1337
CB
Community Bank
New York
$8.93K $0 1 0% Maintained
1338
JGIA
Jackson Grant Investment Advisers
Connecticut
$8.51K +$83 2 0% Increased
1339
GCP
Gill Capital Partners
Colorado
$8.28K $0 1 0% Maintained
1340
WWM
Wolff Wiese Magana
California
$8.28K -$7.89K 1 0% Reduced
1341
BG
Bollard Group
Massachusetts
$8K $0 1 0% Maintained
1342
Smithfield Trust
Smithfield Trust
Pennsylvania
$8K $0 1 0% Maintained
1343
WCM
Winthrop Capital Management
Indiana
$8K +$7.17K 1 0% New
1344
HNW
High Note Wealth
Minnesota
$7.89K +$2.67K 4 0% Increased
1345
PGAM
Princeton Global Asset Management
New Jersey
$7.47K $0 1 0% Maintained
1346
TTIC
Tower Trust & Investment Company
Iowa
$7.47K $0 1 0% Maintained
1347
MCA
Maryland Capital Advisors
Maryland
$7.42K +$8.19K 5 0% New
1348
Country Trust Bank
Country Trust Bank
Illinois
$7.1K $0 2 0% Maintained
1349
AG
AmeriFlex Group
Nevada
$7.03K +$6.99K 4 0% Increased
1350
LWM
Lodestone Wealth Management
Washington
$6.79K $0 1 0% Maintained