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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1351
Raffa Wealth Management
District of Columbia
$9.44K
C
1352
Covestor
United Kingdom
$9K
OAJ
1353
Ogorek Anthony Joseph
New York
$9K
TJHA
1354
Thomas J. Herzfeld Advisors
Florida
$9K
LF
1355
Lee Financial
Texas
$9K +$1.03K +5 +12%
TWP
1356
TFO Wealth Partners
Ohio
$9K +$9.68K +47 New
MBFW
1357
Morton Brown Family Wealth
Pennsylvania
$9K +$9.89K +48 New
SC
1358
Schubert & Co
Texas
$8K +$4.33K +21 +111%
TAM
1359
Tucker Asset Management
Colorado
$7.47K +$7.83K +38 New
BCMLT
1360
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K
CMA
1361
Cedar Mountain Advisors
Oregon
$7K
IAS
1362
IMA Advisory Services
Colorado
$7K
MWM
1363
Mascoma Wealth Management
New Hampshire
$7K
UIA
1364
Ulland Investment Advisors
Minnesota
$7K
VCM
1365
Versant Capital Management
Arizona
$7K
Kayne Anderson Rudnick Investment Management
1366
Kayne Anderson Rudnick Investment Management
California
$6K
RA
1367
Rise Advisors
New York
$6K
SN
1368
Sittner & Nelson
Oregon
$6K
TCWM
1369
Total Clarity Wealth Management
Illinois
$6K +$5.77K +28 New
MCA
1370
Maryland Capital Advisors
Maryland
$6K +$6.18K +30 New
HWM
1371
Horizons Wealth Management
North Carolina
$6K +$6.39K +31 New
KFS
1372
Kelly Financial Services
Massachusetts
$5.5K
WPA
1373
West Paces Advisors
Georgia
$5.5K
FMP
1374
Financial Management Professionals
Texas
$5K -$16.5K -80 -75%
CAL
1375
Capital Advisors Ltd
Ohio
$5K -$1.85K -9 -28%