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Name Holding Trade Value Shares
Change
Change in
Stake
2L
1101
25 LLC
Missouri
$3.14K
TFP
1102
Tilia Fiduciary Partners
North Carolina
$3.07K
HI
1103
Hoey Investments
Pennsylvania
$2.93K
LFA
1104
Level Financial Advisors
New York
$2.93K
CWM
1105
Cranbrook Wealth Management
Michigan
$2.89K
TWD
1106
True Wealth Design
Ohio
$2.65K
FCAG
1107
First Capital Advisors Group
New Jersey
$2.26K +$2.37K +64 New
FBC
1108
Fairfield, Bush & Co
Connecticut
$2.12K +$2.22K +60 New
BAM
1109
Byrne Asset Management
New Jersey
$2K
AWM
1110
Abound Wealth Management
Tennessee
$1.8K +$1.89K +51 New
PCFFS
1111
Pacific Center for Financial Services
California
$1.76K
WPWM
1112
Western Pacific Wealth Management
Illinois
$1.73K
FFL
1113
Financial Freedom LLC
Ohio
$1.7K +$37 +1 +2%
RWM
1114
Raffa Wealth Management
District of Columbia
$1.34K
CSWM
1115
Cassady Schiller Wealth Management
Ohio
$565
CPG
1116
Cornerstone Planning Group
New Jersey
$494 +$518 +14 New
KIG
1117
Kessler Investment Group
Indiana
$176
FWM
1118
Focused Wealth Management
New York
$106
NC
1119
NewSquare Capital
Pennsylvania
$71
OCMH
1120
Oxbow Capital Management (HK)
Hong Kong
-$32.8M -865,625 Closed
DKCM
1121
Davidson Kempner Capital Management
New York
-$28.5M -751,519 Closed
ACG
1122
Aventail Capital Group
New York
-$23.5M -618,708 Closed
OMC
1123
Old Mission Capital
Illinois
-$18.8M -495,073 Closed
JMPWA
1124
JP Morgan Private Wealth Advisors
California
-$11.8M -310,453 Closed
BTP
1125
Bloom Tree Partners
New York
-$11.2M -296,275 Closed