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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Avior Wealth Management
Nebraska
$3.16K – – –
CLOS
277
Compagnie Lombard Odier SCmA
Switzerland
$2.77K – – –
TPCW
278
TD Private Client Wealth
New York
$2.72K – – –
CTWM
279
Cherry Tree Wealth Management
Minnesota
$2.39K – – –
SWM
280
Spire Wealth Management
Virginia
$2.27K -$36.4K -664 -94%
GI
281
Gradient Investments
Minnesota
$2.11K +$986 +18 +90%
Fisher Asset Management
282
Fisher Asset Management
Washington
$1.77K – – –
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$1.6K – – –
YAL
284
Your Advocates Ltd
Texas
$1.39K – – –
PP
285
Paloma Partners
Connecticut
$1.39K +$1.26K +23 +1,150%
LFG
286
Larson Financial Group
Missouri
$1.28K +$1.26K +23 New
VNA
287
Valley National Advisers
Pennsylvania
$1K +$822 +15 New
GWSG
288
GPS Wealth Strategies Group
Colorado
$832 – – –
CWC
289
Carolinas Wealth Consulting
North Carolina
$831 +$931 +17 New
VCM
290
Versant Capital Management
Arizona
$777 – – –
FCA
291
FinTrust Capital Advisors
South Carolina
$740 -$2.3K -42 -76%
QCG
292
Quadrant Capital Group
Ohio
$721 +$712 +13 New
BWM
293
Baystate Wealth Management
Massachusetts
$499 -$3.18K -58 -87%
FFA
294
Farther Finance Advisors
California
$277 – – –
TWP
295
TFO Wealth Partners
Ohio
$269 +$274 +5 New
RWM
296
Raffa Wealth Management
District of Columbia
$222 – – –
GWS
297
Glassman Wealth Services
Virginia
$166 – – –
AssetMark Inc
298
AssetMark Inc
California
$111 +$110 +2 New
SAM
299
Silvercrest Asset Management
New York
– -$15.3M -284,129 Closed
ILCM
300
Ivy Lane Capital Management
Florida
– -$6.3M -117,000 Closed