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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
326
JFS Wealth Advisors
Pennsylvania
$2.09K -$194 -7 -9%
CA
327
Clearstead Advisors
Ohio
$1.76K – – –
UFF
328
USA Financial Formulas
Michigan
$1.53K – – –
GWS
329
Glassman Wealth Services
Virginia
$1.32K -$83 -3 -6%
SIS
330
Sound Income Strategies
Florida
$1.18K – – –
RDIA
331
RE Dickinson Investment Advisors
Iowa
$1K – – –
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$970 – – –
SS
333
Sunbelt Securities
Texas
$881 – – –
WP
334
WealthPLAN Partners
Nebraska
$676 -$13.4K -484 -95%
EL
335
EMFO LLC
Florida
$617 – – –
DI
336
Disciplined Investments
Oklahoma
$558 +$55 +2 +12%
AF
337
Advisornet Financial
Minnesota
$558 +$138 +5 +36%
SIC
338
SJS Investment Consulting
Ohio
$529 -$28 -1 -5%
EWA
339
EverSource Wealth Advisors
Alabama
$529 – – –
LC
340
Lindbrook Capital
California
$529 – – –
IA
341
IFP Advisors
Florida
$206 – – –
TWP
342
TFO Wealth Partners
Ohio
$88 – – –
JAM
343
Jupiter Asset Management
United Kingdom
– -$9.77M -364,700 Closed
CM
344
Castleark Management
Illinois
– -$6.11M -227,950 Closed
Capital Fund Management (CFM)
345
Capital Fund Management (CFM)
France
– -$5.63M -203,149 Closed
MOS
346
MGO One Seven
Ohio
– -$4.98M -185,815 Closed
T
347
TCWP
Ohio
– -$4.98M -185,815 Closed
TC
348
TwinBeech Capital
New York
– -$2.97M -110,808 Closed
Axa
349
Axa
France
– -$2.55M -95,162 Closed
PCM
350
Portolan Capital Management
Massachusetts
– -$2.48M -92,561 Closed