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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
876
Wolff Wiese Magana
California
$1.67K
ACA
877
Atlas Capital Advisors
Wyoming
$1.67K
TC
878
Tacita Capital
Ontario, Canada
$1.67K
MBFW
879
Morton Brown Family Wealth
Pennsylvania
$1.55K
VAG
880
VisionPoint Advisory Group
Texas
$1.5K +$1.55K +9 New
BHWM
881
Beaird Harris Wealth Management
Texas
$1.32K +$173 +1 +14%
VWA
882
Valued Wealth Advisors
Utah
$1.17K
RFS
883
Richardson Financial Services
Massachusetts
$1.17K -$1.73K -10 -59%
M
884
MOTCO
Texas
$1.17K
CAC
885
Core Alternative Capital
Georgia
$1K
GFPC
886
Global Financial Private Client
Florida
$1K
LIM
887
Longfellow Investment Management
Massachusetts
$1K
UIA
888
Ulland Investment Advisors
Minnesota
$1K
TCOV
889
Trust Company of Vermont
Vermont
$834
NL
890
NVWM LLC
Pennsylvania
$834 +$173 +1 +25%
HI
891
Hoey Investments
Pennsylvania
$834 +$864 +5 New
AAP
892
Arax Advisory Partners
Colorado
$667
HFS
893
Horizon Financial Services
North Carolina
$667
LIA
894
Lynx Investment Advisory
District of Columbia
$667 +$691 +4 New
AFWM
895
Abich Financial Wealth Management
Virginia
$500 +$518 +3 New
RWM
896
Ruedi Wealth Management
Illinois
$333 +$345 +2 New
CPG
897
Cornerstone Planning Group
New Jersey
$310 +$345 +2 New
RWMG
898
Redwood Wealth Management Group
New Jersey
$167 +$173 +1 New
DWM
899
Dogwood Wealth Management
Kansas
$4
HL
900
Harding Loevner
New Jersey
-$173M -947,967 Closed