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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1051
TFC Financial Management
Massachusetts
$12.9K – – –
TCA
1052
Trifecta Capital Advisors
Illinois
$12.9K – – –
EBA
1053
Eagle Bay Advisors
New York
$12.9K -$5.19K -2 -29%
Bogart Wealth LLC
1054
Bogart Wealth LLC
Virginia
$12.9K – – –
CIA
1055
Cape Investment Advisory
Georgia
$12.9K – – –
SVCP
1056
Silicon Valley Capital Partners
California
$12.9K – – –
LAM
1057
Lummis Asset Management
Texas
$12.9K +$13K +5 New
SA
1058
Scarborough Advisors
Maryland
$12.9K +$13K +5 New
SFA
1059
Semmax Financial Advisors
North Carolina
$10.9K – – –
BWM
1060
Baystate Wealth Management
Massachusetts
$10.3K – – –
BWM
1061
BKM Wealth Management
Wisconsin
$10.3K +$10.4K +4 New
CWC
1062
Carolinas Wealth Consulting
North Carolina
$10.3K +$10.4K +4 New
CTC
1063
Cetera Trust Company
Minnesota
$10.3K +$10.4K +4 New
FFO
1064
Fortitude Family Office
Arizona
$10.3K +$10.4K +4 New
NMM
1065
Naples Money Management
Florida
$10.3K +$10.4K +4 New
RFS
1066
Richardson Financial Services
Massachusetts
$10.3K +$10.4K +4 New
TCG
1067
Transcendent Capital Group
Oklahoma
$10.3K +$10.4K +4 New
ADL
1068
Asset Dedication LLC
California
$10K – – –
CHA
1069
Carmichael Hill & Associates
Maryland
$7.76K – – –
RWM
1070
Raffa Wealth Management
District of Columbia
$7.76K – – –
RTL
1071
Red Tortoise LLC
Georgia
$7.76K – – –
AF
1072
Advisornet Financial
Minnesota
$7.76K +$2.59K +1 +50%
Capstone Investment Advisors
1073
Capstone Investment Advisors
New York
$7.76K +$7.78K +3 New
FFA
1074
Frazier Financial Advisors
Ohio
$7.76K +$7.78K +3 New
PEAK6 Investments
1075
PEAK6 Investments
Illinois
$5.78K -$3M -1,156 -100%