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Name Holding Trade Value Shares
Change
Change in
Stake
CSC
351
Caldwell Sutter Capital
California
$685 +$572 +29 New
PWMG
352
Private Wealth Management Group
New Jersey
$591 +$493 +25 New
JWA
353
JFS Wealth Advisors
Pennsylvania
$568 -$3.35K -170 -88%
ATC
354
Adirondack Trust Company
New York
$440 – – –
LF
355
Lee Financial
Texas
$426 -$1.2K -61 -77%
TFM
356
TFC Financial Management
Massachusetts
$331 -$3.94K -200 -93%
Farther Finance Advisors
357
Farther Finance Advisors
California
$331 +$177 +9 +180%
FFO
358
Fortitude Family Office
Arizona
$307 +$256 +13 New
Bogart Wealth LLC
359
Bogart Wealth LLC
Virginia
$284 -$749 -38 -76%
Ancora Advisors
360
Ancora Advisors
Ohio
$284 – – –
WWM
361
Wolff Wiese Magana
California
$284 – – –
PPWM
362
PFG Private Wealth Management
Florida
$260 – – –
FBC
363
Fairfield, Bush & Co
Connecticut
$260 +$217 +11 New
BCH
364
Berkshire Capital Holdings
California
$236 – – –
CFS
365
CGC Financial Services
Oregon
$236 – – –
AF
366
Advisornet Financial
Minnesota
$213 +$158 +8 +800%
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$166 +$138 +7 New
Bartlett & Co Wealth Management
368
Bartlett & Co Wealth Management
Ohio
$148 -$21.6K -1,095 -99%
SIC
369
SJS Investment Consulting
Ohio
$142 +$39 +2 +50%
RFG
370
RFP Financial Group
Georgia
$47 – – –
TWD
371
True Wealth Design
Ohio
$24 – – –
AWM
372
Activest Wealth Management
Florida
$20 +$20 +1 New
Balyasny Asset Management
373
Balyasny Asset Management
Illinois
– -$10.8M -549,334 Closed
Connor, Clark & Lunn Investment Management (CC&L)
374
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$9.98M -546,337 Closed
GC
375
GMT Capital
Georgia
– -$5.34M -292,600 Closed