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Name Holding Trade Value Shares
Change
Change in
Stake
VDFA
2201
Vickerman & Driscoll Financial Advisors
Washington
$11K +$9.9K +180 New
GIC
2202
GFI Investment Counsel
Ontario, Canada
$9K
IAS
2203
INR Advisory Services
Pennsylvania
$9K
ST
2204
Sageworth Trust
Pennsylvania
$9K +$8.8K +160 New
FCAS
2205
First Command Advisory Services
Texas
$8K +$7.7K +140 New
BHB
2206
Bank Hapoalim BM
Israel
$6.04K +$44K +800 +0.8%
DRS
2207
Deane Retirement Strategies
Louisiana
$6K
FCMT
2208
Founders Capital Management (Texas)
Texas
$6K
CA
2209
Centerpoint Advisors
Massachusetts
$6K +$5.5K +100 New
HWM
2210
Holloway Wealth Management
Florida
$5K
DPA
2211
Delphi Private Advisors
California
$4K
LYV
2212
Live Your Vision
Pennsylvania
$3K +$3.3K +60 New
CCT
2213
Capital City Trust
Florida
$2.74K -$60.5K -1,100 -2%
PCG
2214
Private Capital Group
Connecticut
$2.4K +$2.26M +41,100 New
RWG
2215
Regal Wealth Group
California
$2K +$2.2K +40 New
CFG
2216
CKW Financial Group
Hawaii
$1K
OWA
2217
One Wealth Advisors
California
$1K +$1.1K +20 New
AWE
2218
Avidian Wealth Enterprises
Texas
$748 -$11K -200 -2%
FA
2219
Fagan Associates
New York
$577 -$2.83M -51,380 -84%
Kovitz Investment Group Partners
2220
Kovitz Investment Group Partners
Illinois
$465 +$143K +2,600 +49%
NFA
2221
Nationwide Fund Advisors
Ohio
-$288M -5,990,560 Closed
SCM
2222
Suvretta Capital Management
New York
-$192M -3,987,260 Closed
SAM
2223
Scopus Asset Management
New York
-$156M -3,250,000 Closed
Wolverine Trading
2224
Wolverine Trading
Illinois
-$121M -2,512,900 Closed
SD
2225
Sumway Development
China
-$112M -2,323,820 Closed