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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
201
Tucker Asset Management
Colorado
$29.6K +$18.4K +477 New
BWL
202
Bogart Wealth LLC
Virginia
$29K
SPIA
203
Steward Partners Investment Advisory
New York
$25K -$136K -3,517 -90%
S
204
SignatureFD
Georgia
$25K
CWA
205
Clearview Wealth Advisors
Oregon
$24K
SFP
206
Sterling Financial Planning
New Jersey
$23K -$14.5K -375 -50%
PWA
207
Phoenix Wealth Advisors
North Carolina
$23K
US Bancorp
208
US Bancorp
Minnesota
$22K +$13.7K +354 New
FA
209
Financial Avengers
California
$19K +$5.79K +150 +100%
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.6K -$7.72K -200 -40%
FWM
211
FFT Wealth Management
Pennsylvania
$16K +$9.65K +250 New
SOW
212
State of Wyoming
Wyoming
$15K +$9.41K +244 New
CP
213
Corbenic Partners
Pennsylvania
$14K
TFS
214
TrustCore Financial Services
Tennessee
$13K +$8.06K +209 New
FWM
215
Focused Wealth Management
New York
$12K
GI
216
Gradient Investments
Minnesota
$11K
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$11K +$1.04K +27 +18%
APA
218
American Portfolios Advisors
New York
$9.3K -$5.79K -150 -50%
SJIM
219
St. Johns Investment Management
Florida
$9K
SC
220
Solstein Capital
California
$7K
DFCM
221
Dark Forest Capital Management
Puerto Rico
$7K +$4.48K +116 New
HPC
222
HM Payson & Co
Maine
$6K -$47.7K -1,237 -93%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$5K
LWA
224
Lenox Wealth Advisors
New York
$5K
RE
225
RBC Europe
United Kingdom
$4.47K