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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
826
JFS Wealth Advisors
Pennsylvania
$9K +$5.46K +150 +150%
BMD
827
Better Money Decisions
New Mexico
$7K – – –
FF
828
FourThought Financial
Florida
$7K – – –
POIA
829
Pin Oak Investment Advisors
Texas
$7K – – –
RA
830
Resolute Advisors
California
$7K – – –
SFA
831
Semmax Financial Advisors
North Carolina
$7K – – –
MIM
832
Macroview Investment Management
Maryland
$7K +$7.28K +200 New
TCWM
833
Total Clarity Wealth Management
Illinois
$7K +$7.28K +200 New
AWM
834
Activest Wealth Management
Florida
$5K – – –
CFD
835
Creative Financial Designs
Indiana
$5K – – –
HWM
836
HighMark Wealth Management
Minnesota
$5K – – –
IFAM
837
Institutional & Family Asset Management
Colorado
$5K – – –
PFGIA
838
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
VCM
839
Vigilant Capital Management
Maine
$5K – – –
MCM
840
MV Capital Management
Maryland
$5K +$1.82K +50 +50%
CI Investments Inc
841
CI Investments Inc
Ontario, Canada
$5K +$5.46K +150 New
MA
842
MCF Advisors
Kentucky
$5K +$5.46K +150 New
RTL
843
Red Tortoise LLC
Georgia
$5K +$5.46K +150 New
BWM
844
Baystate Wealth Management
Massachusetts
$4K – – –
CA
845
Clearstead Advisors
Ohio
$4K – – –
CT
846
Clearstead Trust
Maine
$4K – – –
NSIM
847
North Star Investment Management
Illinois
$4K – – –
PWMG
848
Prestige Wealth Management Group
New Jersey
$4K – – –
SSB
849
Sandy Spring Bank
Maryland
$4K – – –
TFS
850
TrustCore Financial Services
Tennessee
$4K – – –