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Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
1051
Dark Forest Capital Management
Puerto Rico
$7K +$7K +24 New
CNBTD
1052
Citizens National Bank Trust Department
Mississippi
$7K +$7.29K +25 New
MFC
1053
Mechanics Financial Corp
Ohio
$7K +$7.29K +25 New
TWP
1054
TFO Wealth Partners
Ohio
$7K +$7.58K +26 New
NIC
1055
Northwest Investment Counselors
Oregon
$6K +$6.12K +21 New
RA
1056
Rise Advisors
New York
$5.62K +$5.83K +20 New
ACA
1057
Atlas Capital Advisors
Wyoming
$5.62K -$8.45K -29 -59%
BWP
1058
Baldwin Wealth Partners
Massachusetts
$5K
PWMG
1059
Prestige Wealth Management Group
New Jersey
$5K
BC
1060
Barnett & Company
Tennessee
$5K +$4.96K +17 New
BWM
1061
Baystate Wealth Management
Massachusetts
$4K
MFT
1062
Moisand Fitzgerald Tamayo
Florida
$4K
VNA
1063
Valley National Advisers
Pennsylvania
$4K
WAS
1064
Winch Advisory Services
Wisconsin
$4K
SC
1065
Sierra Capital
Florida
$4K +$3.79K +13 New
EFS
1066
Econ Financial Services
Pennsylvania
$4K +$4.37K +15 New
HVM
1067
Harvest Volatility Management
Connecticut
$3.77K +$948K +3,252 +32%
GFPC
1068
Global Financial Private Client
Florida
$3.37K
CP
1069
Castleview Partners
Texas
$3.18K +$261M +894,465 New
JFA
1070
JNBA Financial Advisors
Minnesota
$3K -$10.2K -35 -78%
BAM
1071
Bellevue Asset Management
Washington
$3K
CWA
1072
Clearview Wealth Advisors
Oregon
$3K
EWM
1073
Edge Wealth Management
New York
$3K
HDIM
1074
Hanson & Doremus Investment Management
Vermont
$3K
LFG
1075
Larson Financial Group
Missouri
$3K