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Name Holding Trade Value Shares
Change
Change in
Stake
BCH
1051
Berkshire Capital Holdings
California
$2K
BWL
1052
Bogart Wealth LLC
Virginia
$2K
CFFP
1053
Center for Financial Planning
Michigan
$2K
KSWA
1054
Kathleen S. Wright Associates
Pennsylvania
$2K
HWM
1055
HighMark Wealth Management
Minnesota
$2K +$319 +2 +29%
WT
1056
Washington Trust
Rhode Island
$2K +$1.59K +10 New
HF
1057
Halpern Financial
Virginia
$1.72K
KFS
1058
Kelly Financial Services
Massachusetts
$1.2K -$3.19K -20 -74%
MGB
1059
Mass General Brigham
Massachusetts
$1K -$522K -3,277 -63%
JWM
1060
Janiczek Wealth Management
Colorado
$1K -$4.78K -30 -91%
CWA
1061
Clearview Wealth Advisors
Oregon
$1K
PMFA
1062
Plante Moran Financial Advisors
Michigan
$1K
PP
1063
PrairieView Partners
Minnesota
$1K
PWMG
1064
Prestige Wealth Management Group
New Jersey
$1K
PO
1065
Private Ocean
California
$1K
HCM
1066
Horrell Capital Management
Arkansas
$1K +$478 +3 New
MAM
1067
Marquette Asset Management
Minnesota
$1K +$478 +3 New
SIS
1068
Sound Income Strategies
Florida
$1K +$637 +4 New
BCPWM
1069
Bradley & Co Private Wealth Management
Florida
$1K +$796 +5 New
GLLW
1070
Graves Light Lenhart Wealth
Virginia
$1K +$796 +5 New
JPLA
1071
Joseph P. Lucia & Associates
New York
$1K +$1.11K +7 New
DB
1072
Dravo Bay
Delaware
$859 +$796 +5 New
WWP
1073
WR Wealth Planners
Missouri
$859 +$796 +5 New
WIM
1074
Westside Investment Management
California
$144 -$2.55K -16 -2%
TCMV
1075
Technology Crossover Management VIII
California
-$362M -2,174,800 Closed