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AXIS Capital

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
451
HFM Investment Advisors
New Jersey
$1.4K +$702 +7 +117%
BWL
452
Bogart Wealth LLC
Virginia
$1.29K +$602 +6 +100%
AAS
453
Ameritas Advisory Services
Nebraska
$1.29K +$1.2K +12 New
ACA
454
American Capital Advisory
Idaho
$860 +$802 +8 New
TM
455
Torren Management
California
$775 – – –
BIM
456
Breakwater Investment Management
Washington
$538 +$501 +5 New
SC
457
SouthState Corp
Florida
$538 +$501 +5 New
SHIM
458
Stone House Investment Management
Pennsylvania
$537 +$201 +2 +67%
BFS
459
Bare Financial Services
Pennsylvania
$537 +$501 +5 New
PS
460
Planning Strategies
Pennsylvania
$537 +$501 +5 New
CPG
461
Cornerstone Planning Group
New Jersey
$455 – – –
HFS
462
Hughes Financial Services
Virginia
$430 -$100 -1 -20%
IPS
463
Investors Portfolio Services
Washington
$430 – – –
DF
464
DecisionPoint Financial
Arizona
$328 +$301 +3 New
GIA
465
GHP Investment Advisors
Colorado
$323 – – –
CCWM
466
Cassaday & Co Wealth Management
Virginia
$215 -$41.8K -417 -100%
DF
467
Dunhill Financial
United Kingdom
$159 – – –
CTC
468
Central Trust Company
Missouri
$108 +$100 +1 New
MCA
469
Maryland Capital Advisors
Maryland
$108 +$100 +1 New
MCM
470
MV Capital Management
Maryland
$108 +$100 +1 New
RWM
471
Raffa Wealth Management
District of Columbia
$107 -$100 -1 -50%
RS
472
Rakuten Securities
Japan
$107 +$100 +1 New
GC
473
Gillson Capital
Illinois
– -$20.6M -203,249 Closed
DB
474
Danske Bank
Denmark
– -$15.7M -154,920 Closed
National Bank of Canada
475
National Bank of Canada
Quebec, Canada
– -$9.17M -90,414 Closed