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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
801
TFC Financial Management
Massachusetts
$836 +$499 +5 +167%
WW
802
Winnow Wealth
Texas
$735 +$699 +7 New
HIA
803
HFM Investment Advisors
New Jersey
$731 -$100 -1 -13%
AP
804
Aspect Partners
Virginia
$731
QWM
805
Quaker Wealth Management
New Jersey
$627
RS
806
Rakuten Securities
Japan
$626 +$499 +5 +500%
TFA
807
Transamerica Financial Advisors
Florida
$626 +$599 +6 New
WWA
808
Wealth Watch Advisors
Colorado
$626 +$599 +6 New
OA
809
Operose Advisors
Wisconsin
$624
CT
810
Colonial Trust
South Carolina
$621
BIM
811
Breakwater Investment Management
Washington
$522 +$499 +5 New
SIS
812
Sound Income Strategies
Florida
$515
AA
813
Ancora Advisors
Ohio
$418
ACA
814
American Capital Advisory
Idaho
$418 +$200 +2 +100%
Kayne Anderson Rudnick Investment Management
815
Kayne Anderson Rudnick Investment Management
California
$418 +$399 +4 New
TPBG
816
Turning Point Benefit Group
Maryland
$413 +$399 +4 New
PAM
817
Palisade Asset Management
Minnesota
$314 +$299 +3 New
DCM
818
Davis Capital Management
Florida
$313 +$299 +3 New
IAS
819
IMA Advisory Services
Colorado
$209
WBC
820
West Branch Capital
Massachusetts
$209
DF
821
DecisionPoint Financial
Arizona
$207
HNW
822
High Note Wealth
Minnesota
$104 +$100 +1 New
NC
823
North Capital
Utah
$104 +$100 +1 New
Point72 Asset Management
824
Point72 Asset Management
Connecticut
-$88.7M -923,465 Closed
GCM
825
Greenland Capital Management
New York
-$12.5M -129,871 Closed