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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
676
Transamerica Financial Advisors
Florida
$1K – – –
PCM
677
Penserra Capital Management
California
$1K +$114 +6 +15%
TFM
678
TFC Financial Management
Massachusetts
$809 +$875 +46 New
SIC
679
SJS Investment Consulting
Ohio
$774 +$133 +7 +19%
DPW
680
DiNuzzo Private Wealth
Pennsylvania
$703 +$190 +10 +33%
RFS
681
Richardson Financial Services
Massachusetts
$650 +$703 +37 New
AA
682
Addison Advisors
Vermont
$633 – – –
CTC
683
Central Trust Company
Missouri
$615 -$5.17K -272 -89%
OCM
684
Orion Capital Management
California
$597 – – –
TCG
685
Transcendent Capital Group
Oklahoma
$562 +$608 +32 New
VWA
686
Valued Wealth Advisors
Utah
$547 +$247 +13 +72%
UWS
687
Unique Wealth Strategies
Illinois
$538 +$570 +30 New
WWM
688
Wolff Wiese Magana
California
$528 – – –
RWM
689
Raffa Wealth Management
District of Columbia
$457 – – –
TWD
690
True Wealth Design
Ohio
$440 +$152 +8 +47%
FFC
691
First Financial Corp
Indiana
$403 -$7.91K -416 -95%
HFS
692
Horizon Financial Services
North Carolina
$299 – – –
NL
693
NVWM LLC
Pennsylvania
$264 +$285 +15 New
RI
694
Ridgewood Investments
New Jersey
$246 +$266 +14 New
RWM
695
Ruedi Wealth Management
Illinois
$211 +$228 +12 New
WA
696
WestEnd Advisors
North Carolina
$158 -$19 -1 -10%
BCWM
697
Bartlett & Co Wealth Management
Ohio
$53 – – –
EWP
698
Elevation Wealth Partners
California
$9 – – –
DWM
699
Dogwood Wealth Management
Kansas
$1 – – –
CCM
700
Cinctive Capital Management
New York
– -$40M -2,233,619 Closed