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Name Holding Trade Value Shares
Change
Change in
Stake
MEG
526
Millstone Evans Group
Colorado
$14.8K
EP
527
Essential Partners
California
$14.4K -$85.8K -168 -84%
BC
528
Bayforest Capital
United Kingdom
$14.4K -$66.4K -130 -81%
AF
529
Advisornet Financial
Minnesota
$14.4K
CWM
530
Copia Wealth Management
Oregon
$13.9K
CFD
531
Creative Financial Designs
Indiana
$13.9K +$5.11K +10 +50%
RS
532
Rakuten Securities
Japan
$13.9K +$13.3K +26 +650%
BIA
533
Bell Investment Advisors
California
$13.4K
FFA
534
Frazier Financial Advisors
Ohio
$12.5K
BWA
535
Basecamp Wealth Advisors
Washington
$12K -$11.7K -23 -47%
SFCL
536
Strengthening Families & Communities LLC
Massachusetts
$11.6K
GAMA
537
Graticule Asia Macro Advisors
New York
$11.6K +$12.8K +25 New
BFS
538
Bare Financial Services
Pennsylvania
$11.1K +$4.08K +8 +50%
GKIM
539
GW&K Investment Management
Massachusetts
$11K
AIM
540
Axiom Investment Management
New York
$10.7K
RWM
541
Rialto Wealth Management
New York
$10.7K -$4.59K -9 -28%
AWM
542
Abound Wealth Management
Tennessee
$10.7K
LWM
543
Lodestone Wealth Management
Washington
$9.73K
FMII
544
Farmers & Merchants Investments Inc
Nebraska
$9.27K
TWD
545
True Wealth Design
Ohio
$8.8K -$25K -49 -72%
WT
546
Whittier Trust
California
$8.08K
SEP
547
Signature Equity Partners
Ohio
$7.88K -$1.02K -2 -11%
PWMG
548
Private Wealth Management Group
New Jersey
$7.41K
PMAM
549
Picton Mahoney Asset Management
Ontario, Canada
$6.95K -$1.37M -2,687 -99%
FFO
550
Fortitude Family Office
Arizona
$6.95K -$4.59K -9 -38%