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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1176
Register Financial Advisors
Georgia
$3.62K – – –
TFGT
1177
TS Financial Group (TSFG)
Illinois
$3K +$2.72K +4 New
DF
1178
DecisionPoint Financial
Arizona
$2.9K – – –
DWA
1179
Delos Wealth Advisors
Texas
$2.9K – – –
HWM
1180
HighMark Wealth Management
Minnesota
$2.9K – – –
NMG
1181
New Millennium Group
Utah
$2.9K – – –
AFG
1182
Albion Financial Group
Utah
$2.9K +$2.72K +4 New
PMFA
1183
Plante Moran Financial Advisors
Michigan
$2.9K +$2.72K +4 New
WP
1184
WealthPLAN Partners
Nebraska
$2.9K +$2.72K +4 New
NC
1185
NewSquare Capital
Pennsylvania
$2.17K -$10.2K -15 -83%
Zurich Cantonal Bank
1186
Zurich Cantonal Bank
Switzerland
$2.17K – – –
CCM
1187
Copeland Capital Management
Pennsylvania
$2.17K +$2.04K +3 New
UIA
1188
Ulland Investment Advisors
Minnesota
$2K – – –
AW
1189
Avion Wealth
Texas
$2K +$2.04K +3 +300%
PI
1190
PEAK6 Investments
Illinois
$1.69K +$1.36K +2 New
MIM
1191
Macroview Investment Management
Maryland
$1.45K – – –
PPWM
1192
PFG Private Wealth Management
Florida
$1.45K – – –
RBC
1193
Roble Belko & Company
Pennsylvania
$1K – – –
TFA
1194
Transamerica Financial Advisors
Florida
$1K – – –
UFF
1195
USA Financial Formulas
Michigan
$725 – – –
BCPWM
1196
Bradley & Co Private Wealth Management
Florida
$725 +$680 +1 New
CAM
1197
Contour Asset Management
New York
– -$86.5M -127,130 Closed
JMPWA
1198
JP Morgan Private Wealth Advisors
California
– -$20.7M -30,440 Closed
VARA
1199
Value Aligned Research Advisors
New Jersey
– -$18.1M -26,582 Closed
KI
1200
Keystone Investors
Singapore
– -$17.8M -26,200 Closed