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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1501
Icon Advisers
Colorado
$8.71K +$8.78K +25 New
OP
1502
ORG Partners
Indiana
$8.07K
PIS
1503
POM Investment Strategies
North Carolina
$8.02K +$8.08K +23 New
AW
1504
Avion Wealth
Texas
$8K +$351 +1 +5%
JFG
1505
Jefferies Financial Group
New York
$7.67K +$7.73K +22 New
AWM
1506
Abound Wealth Management
Tennessee
$6.99K -$16.9K -48 -71%
FCMT
1507
Founders Capital Management (Texas)
Texas
$6.62K
SAM
1508
Synergy Asset Management
Washington
$6.48K +$7.03K +20 New
BWL
1509
Bogart Wealth LLC
Virginia
$6.28K
EBA
1510
Eagle Bay Advisors
New York
$6.28K
PWMG
1511
Prestige Wealth Management Group
New Jersey
$6.28K
WCM
1512
Westend Capital Management
California
$6.28K
RCM
1513
Raleigh Capital Management
North Carolina
$6.28K +$351 +1 +6%
JGIA
1514
Jackson Grant Investment Advisers
Connecticut
$5.93K
Capstone Investment Advisors
1515
Capstone Investment Advisors
New York
$5.23K -$59.4K -169 -92%
GIM
1516
Gold Investment Management
Alberta, Canada
$5.23K
RWS
1517
Retirement Wealth Solutions
Wisconsin
$4.98K +$4.92K +14 New
HWA
1518
Heritage Wealth Advisors
Virginia
$4.88K +$703 +2 +17%
RCA
1519
Runnymede Capital Advisors
Ohio
$4.88K +$4.92K +14 New
SIC
1520
SJS Investment Consulting
Ohio
$3.83K -$2.11K -6 -35%
TCA
1521
Trifecta Capital Advisors
Illinois
$3.14K
LIS
1522
Legacy Investment Solutions
Idaho
$2.98K +$2.81K +8 New
LWMI
1523
Legacy Wealth Management (Idaho)
Idaho
$2.98K +$2.81K +8 New
CSWM
1524
Cassady Schiller Wealth Management
Ohio
$2.93K +$2.81K +8 New
CWP
1525
Clark Wealth Partners
Illinois
$2.79K +$2.81K +8 New