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Name Holding Trade Value Shares
Change
Change in
Stake
HPM
901
Hudson Portfolio Management
New York
$637K
LFAS
902
Level Four Advisory Services
Texas
$637K -$22.3K -79 -3%
FCMC
903
Founders Capital Management (Connecticut)
Connecticut
$635K
CCA
904
Coign Capital Advisors
Utah
$635K +$9.04K +32 +1%
RWA
905
River Wealth Advisors
Pennsylvania
$634K
AIM
906
Aigen Investment Management
New York
$634K +$650K +2,299 New
PCP
907
Proficio Capital Partners
Massachusetts
$632K +$648K +2,294 New
HTC
908
Haverford Trust Company
Pennsylvania
$629K -$13K -46 -2%
BFG
909
Birch Financial Group
New Hampshire
$629K -$33.6K -119 -5%
CHAM
910
Clear Harbor Asset Management
Connecticut
$626K -$115K -407 -15%
AIP
911
Ameritas Investment Partners
Nebraska
$624K -$27.7K -98 -4%
ADL
912
Asset Dedication LLC
California
$623K +$37.3K +132 +6%
TWIM
913
TIAA Wealth Investment Management
New York
$622K +$223K +789 +54%
RWA
914
Redhawk Wealth Advisors
Minnesota
$616K +$1.98K +7 +0.3%
PCIA
915
Prime Capital Investment Advisors
Kansas
$615K -$67.8K -240 -10%
RIL
916
Rothschild Investment LLC
Illinois
$615K -$38.1K -135 -6%
CIA
917
Capital Investment Advisors
Georgia
$609K -$25.4K -90 -4%
WAM
918
Wolverine Asset Management
Illinois
$607K
IF
919
Intrua Financial
Texas
$607K +$622K +2,202 New
TFS
920
Thoroughbred Financial Services
Tennessee
$607K -$111K -392 -15%
VH
921
Visionary Horizons
Tennessee
$606K -$285K -1,009 -31%
GC
922
GatePass Capital
Ohio
$606K +$6.5K +23 +1%
CA
923
CoreCap Advisors
Michigan
$605K +$1.98K +7 +0.3%
BBA
924
BLB&B Advisors
Pennsylvania
$600K -$6.21K -22 -1%
EWA
925
EverSource Wealth Advisors
Alabama
$598K -$266K -943 -30%