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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
951
ARS Investment Partners
New York
$5K +$3.61K +17 New
AIP
952
Almanack Investment Partners
Pennsylvania
$5K +$3.82K +18 New
CQS
953
Credential Qtrade Securities
$4.54K +$3.61K +17 New
SWA
954
SOA Wealth Advisors
New York
$4K -$212 -1 -6%
CFGS
955
Concourse Financial Group Securities
Alabama
$4K – – –
HNWAG
956
High Net Worth Advisory Group
Florida
$4K – – –
PCTC
957
Perkins Coie Trust Company
Washington
$4K – – –
SIC
958
SJS Investment Consulting
Ohio
$4K +$2.55K +12 New
CSPAM
959
Cary Street Partners Asset Management
Virginia
$4K +$3.19K +15 New
EC
960
EdgeRock Capital
Colorado
$4K +$3.19K +15 New
BWM
961
BerganKDV Wealth Management
Minnesota
$3K -$10.6K -50 -81%
RCG
962
Rock Creek Group
District of Columbia
$3K -$3.4K -16 -62%
CCA
963
Column Capital Advisors
Indiana
$3K – – –
TC
964
Truvestments Capital
Florida
$3K – – –
LF
965
Lee Financial
Texas
$3K +$1.7K +8 +400%
FP
966
Financial Perspectives
Minnesota
$2.14K – – –
TFGT
967
TS Financial Group (TSFG)
Illinois
$2K -$7.86K -37 -84%
APC
968
Aspire Private Capital
North Carolina
$2K – – –
MWM
969
Mascoma Wealth Management
New Hampshire
$2K – – –
PP
970
PrairieView Partners
Minnesota
$2K – – –
ARS
971
Adirondack Retirement Specialists
New York
$2K +$1.49K +7 New
OCM
972
Osterweis Capital Management
California
$2K +$1.49K +7 New
CAL
973
Capital Advisors Ltd
Ohio
$2K +$1.91K +9 New
AWM
974
Abound Wealth Management
Tennessee
$1.87K +$1.49K +7 New
LFA
975
Legend Financial Advisors
Pennsylvania
$1.33K +$1.06K +5 New