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Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
776
Turning Point Benefit Group
Maryland
$817 +$885 +6 New
WIM
777
Westside Investment Management
California
$681 -$5.6K -38 -88%
EP
778
Essential Partners
California
$681 -$4.72K -32 -86%
AGWCA
779
Annis Gardner Whiting Capital Advisors
Florida
$681 -$1.62K -11 -69%
HIA
780
HFM Investment Advisors
New Jersey
$681 +$295 +2 +67%
DF
781
Dunhill Financial
United Kingdom
$565 +$147 +1 +33%
PWA
782
Physician Wealth Advisors
Utah
$545 -$1.62K -11 -73%
FMP
783
Financial Management Professionals
Texas
$545 -$1.33K -9 -69%
RS
784
Rakuten Securities
Japan
$545 +$442 +3 +300%
IPS
785
Investors Portfolio Services
Washington
$465 +$442 +3 New
S
786
Sachetta
Massachusetts
$409 -$4.57K -31 -91%
CTWM
787
Cherry Tree Wealth Management
Minnesota
$341 -$1.33K -9 -75%
SWA
788
SOA Wealth Advisors
New York
$287 – – –
DF
789
DecisionPoint Financial
Arizona
$273 – – –
SA
790
Seneschal Advisors
Washington
$273 – – –
UCB
791
United Community Bank
South Carolina
$272 -$1.33K -9 -82%
WA
792
WestEnd Advisors
North Carolina
$272 -$147 -1 -33%
TC
793
Trust Company
Kansas
$272 +$295 +2 New
NL
794
NorthAvenue LLC
Ohio
$137 +$147 +1 New
QWM
795
Quaker Wealth Management
New Jersey
$137 +$147 +1 New
IAS
796
IMA Advisory Services
Colorado
$136 – – –
CIAS
797
CBIZ Investment Advisory Services
Ohio
$11 -$442 -3 Closed
Capital World Investors
798
Capital World Investors
California
– -$138M -869,226 Closed
EAM
799
EULAV Asset Management
Florida
– -$54.8M -343,735 Closed
AAMU
800
AEGON Asset Management (UK)
United Kingdom
– -$7.84M -49,213 Closed