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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2201
Financial Management Professionals
Texas
$62K – – –
PG
2202
Proffitt & Goodson
Tennessee
$59K – – –
DWP
2203
Destiny Wealth Partners
Florida
$59K +$61.5K +1,054 New
BA
2204
Bellwether Advisors
Nebraska
$57K – – –
CCA
2205
Column Capital Advisors
Indiana
$56K -$1.81K -31 -3%
BCM
2206
Bourgeon Capital Management
Connecticut
$56K – – –
EWM
2207
Edge Wealth Management
New York
$54K +$11.5K +198 +26%
CQS
2208
Credential Qtrade Securities
$52.8K -$484K -8,300 -90%
FMTCOCP
2209
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K – – –
FWM
2210
Filbrandt Wealth Management
Wisconsin
$50K +$2.92K +50 +6%
ED
2211
Exane Derivatives
France
$47.3K -$312K -5,355 -86%
SL
2212
Savior LLC
Massachusetts
$47K -$70.8K -1,214 -59%
GPA
2213
Guidance Point Advisors
Massachusetts
$47K +$49.2K +844 New
FA
2214
Financial Avengers
California
$46K +$233 +4 +0.5%
LFG
2215
Larson Financial Group
Missouri
$46K +$40.9K +701 +584%
RFP
2216
Roth Financial Partners
Texas
$45K – – –
RIA
2217
RPG Investment Advisory
California
$45K – – –
AW
2218
Avion Wealth
Texas
$45K +$3.62K +62 +8%
NFSG
2219
Newbridge Financial Services Group
Florida
$44K +$6.41K +110 +16%
ODG
2220
O'Dell Group
Ohio
$44K +$46.2K +793 New
PP
2221
Pacifica Partners
Canada
$42K -$17.5K -300 -29%
LWP
2222
Lumature Wealth Partners
Georgia
$41K +$4.55K +78 +12%
LPWM
2223
Lake Point Wealth Management
Texas
$40K – – –
Capstone Investment Advisors
2224
Capstone Investment Advisors
New York
$39K -$1.91M -32,747 -98%
AL
2225
ADE LLC
Maryland
$39K – – –