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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
826
Pin Oak Investment Advisors
Texas
$7K
RA
827
Resolute Advisors
California
$7K
SFA
828
Semmax Financial Advisors
North Carolina
$7K
MIM
829
Macroview Investment Management
Maryland
$7K +$7.28K +200 New
TCWM
830
Total Clarity Wealth Management
Illinois
$7K +$7.28K +200 New
AWM
831
Activest Wealth Management
Florida
$5K
CFD
832
Creative Financial Designs
Indiana
$5K
HWM
833
HighMark Wealth Management
Minnesota
$5K
IFAM
834
Institutional & Family Asset Management
Colorado
$5K
PFGIA
835
Patriot Financial Group Insurance Agency
Massachusetts
$5K
VCM
836
Vigilant Capital Management
Maine
$5K
MCM
837
MV Capital Management
Maryland
$5K +$1.82K +50 +50%
CI Investments Inc
838
CI Investments Inc
Ontario, Canada
$5K +$5.46K +150 New
MA
839
MCF Advisors
Kentucky
$5K +$5.46K +150 New
RTL
840
Red Tortoise LLC
Georgia
$5K +$5.46K +150 New
BWM
841
Baystate Wealth Management
Massachusetts
$4K
CA
842
Clearstead Advisors
Ohio
$4K
CT
843
Clearstead Trust
Maine
$4K
NSIM
844
North Star Investment Management
Illinois
$4K
PWMG
845
Prestige Wealth Management Group
New Jersey
$4K
SSB
846
Sandy Spring Bank
Maryland
$4K
TFS
847
TrustCore Financial Services
Tennessee
$4K
YAL
848
Your Advocates Ltd
Texas
$4K +$3.64K +100 New
CA
849
Crewe Advisors
Utah
$2K
JWBC
850
John W. Brooker & Co
California
$2K