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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1001
Cultivar Capital
Texas
$13.2K +$13.5K +97 New
HFM
1002
Harvest Fund Management
China
$13K -$37.4K -269 -73%
ST
1003
Smithfield Trust
Pennsylvania
$13K
BWL
1004
Bogart Wealth LLC
Virginia
$13K
TCPG
1005
Trivant Custom Portfolio Group
California
$12.3K
C
1006
Covestor
United Kingdom
$12K
RA
1007
Rise Advisors
New York
$11.8K +$139 +1 +1%
SWA
1008
SOA Wealth Advisors
New York
$11.3K -$27.9K -201 -71%
EWP
1009
Elevation Wealth Partners
California
$11.1K -$9.3K -67 -45%
SIC
1010
SJS Investment Consulting
Ohio
$10.8K -$278 -2 -2%
PFSC
1011
Peoples Financial Services Corp
Pennsylvania
$10.2K
CIA
1012
Cape Investment Advisory
Georgia
$9.81K -$3.47K -25 -26%
NMG
1013
New Millennium Group
Utah
$9.42K +$9.58K +69 New
HGA
1014
Hobbs Group Advisors
South Carolina
$9.28K +$9.44K +68 New
CAL
1015
Capital Advisors Ltd
Ohio
$9K -$555 -4 -6%
GKIM
1016
GW&K Investment Management
Massachusetts
$9K +$1.11K +8 +13%
AIC
1017
Archer Investment Corporation
Indiana
$8.73K
WFA
1018
West Financial Advisors
Iowa
$8.6K
AWM
1019
Abound Wealth Management
Tennessee
$8.3K -$1.25K -9 -13%
LTI
1020
Laffer Tengler Investments
Tennessee
$8.05K
S
1021
Sachetta
Massachusetts
$8.04K -$417 -3 -5%
HWM
1022
HighMark Wealth Management
Minnesota
$7.92K +$1.25K +9 +18%
GWSA
1023
Global Wealth Strategies & Associates
Colorado
$7.64K
LOIP
1024
Live Oak Investment Partners
Texas
$7.62K
FGA
1025
Fortis Group Advisors
New Jersey
$7.51K -$1.77M -12,780 -100%