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26 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1476
BHWM
Beaird Harris Wealth Management
Texas
$179 $0 1 0% Maintained
1477
MIM
Marshall Investment Management
Colorado
$174 $0 1 0% Maintained
1478
AW
Ankerstar Wealth
Texas
$157 +$136 1 0% New
1479
HIA
Highland Investment Advisors
Florida
$141 +$167 1 0% New
1480
RJA
Ross\Johnson & Associates
Minnesota
$129 +$150 2 0% New
1481
CH
CDKV Holdings
Colorado
$112 $0 1 0% Maintained
1482
IWM
IMG Wealth Management
Florida
$99 +$104 1 0% New
1483
CFM
Compass Financial Management
Florida
$94 +$111 1 0% New
1484
SVCP
Silicon Valley Capital Partners
California
$72 $0 1 0% Maintained
1485
RCM
Raleigh Capital Management
North Carolina
$58 -$1.8K 1 0% Reduced
1486
FGC
Financial Gravity Companies
Texas
$52 +$62 1 0% New
1487
HC
Hurley Capital
New York
$52 -$7.61K 1 0% Reduced
1488
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$48 -$578K 1 0% Reduced
1489
1WA
180 Wealth Advisors
Washington
$0 -$753K 0 – Closed
1490
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0 -$709K 0 – Closed
1491
AR
Altar Rock
New York
$0 -$232K 0 – Closed
1492
AB
ANB Bank
Colorado
$0 -$356K 0 – Closed
1493
ACS
Archford Capital Strategies
Illinois
$0 -$602K 0 – Closed
1494
ARAM
Ardmore Road Asset Management
New York
$0 -$7.87M 0 – Closed
1495
ATC
Argent Trust Co
Tennessee
$0 -$298K 0 – Closed
1496
AWA
Argos Wealth Advisors
California
$0 -$281K 0 – Closed
1497
ALAM
Asahi Life Asset Management
Japan
$0 -$367K 0 – Closed
1498
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$0 -$211K 0 – Closed
1499
AFW
Avantra Family Wealth
Pennsylvania
$0 -$205K 0 – Closed
1500
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$0 -$228K 0 – Closed