Sym | Issuer Name | Cl | CUSIP | Value ($000) | % | Shares | Principal | Option Type | Discretion | Other Manager | Sole | Shared | None |
---|
Num | Name | File Number |
---|---|---|
1 | FIRST FINANCIAL EQUITY CORPORATION | 028-18080 |
2 | Vivaldi Capital Management, LLC | 028-18047 |
3 | CENTAURUS FINANCIAL, INC. | 028-18315 |
4 | Belpointe Asset Management LLC | 028-18182 |
5 | Ausdal Financial Partners, Inc. | 028-17378 |
6 | Executive Wealth Management, LLC | 028-19423 |
7 | Pinnacle Wealth Planning Services, Inc. | 028-18382 |
8 | BCJ Capital Management, LLC | 028-19440 |
9 | WEALTHSOURCE PARTNERS, LLC | 028-17456 |
10 | Compton Wealth Advisory Group, LLC | 028-19117 |
11 | Peak Capital Management LLC | 028-18093 |
12 | Harwood Advisory Group, LLC | 028-17491 |
13 | WealthBridge Capital Management, LLC | 028-19275 |