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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
876
Financial Management Professionals
Texas
$789 +$786 +13 New
PWA
877
Principia Wealth Advisory
Texas
$752 +$725 +12 New
NMG
878
New Millennium Group
Utah
$729
GA
879
GoalVest Advisory
New York
$668 +$665 +11 New
KWM
880
Kiker Wealth Management
Georgia
$668 +$665 +11 New
HHGA
881
Halbert Hargrove Global Advisors
California
$630 +$604 +10 New
LWCFA
882
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$621
TCM
883
Tradewinds Capital Management
Washington
$608
NL
884
NVWM LLC
Pennsylvania
$546 -$604 -10 -53%
BHWM
885
Bay Harbor Wealth Management
Maryland
$546 +$544 +9 New
CA
886
Continuum Advisory
Idaho
$486 -$906 -15 -65%
BMC
887
Bear Mountain Capital
Washington
$474 +$483 +8 New
PWM
888
Parkworth Wealth Management
California
$425 +$121 +2 +40%
DWM
889
Dogwood Wealth Management
Kansas
$425 +$423 +7 New
RFG
890
REAP Financial Group
Texas
$364
RAM
891
Riggs Asset Management
Pennsylvania
$304 +$302 +5 New
AP
892
Aspect Partners
Virginia
$243
ACA
893
American Capital Advisory
Idaho
$243 +$242 +4 New
HIA
894
HFM Investment Advisors
New Jersey
$243 +$242 +4 New
PCTC
895
Perkins Coie Trust Company
Washington
$242 +$242 +4 New
SIC
896
SJS Investment Consulting
Ohio
$183 -$302 -5 -63%
PWAM
897
Private Wealth Asset Management
Iowa
$182 +$181 +3 New
CIA
898
Cape Investment Advisory
Georgia
$121 -$544 -9 -82%
Point72 Asset Management
899
Point72 Asset Management
Connecticut
-$131M -2,160,388 Closed
FGP
900
Freestone Grove Partners
California
-$71M -1,171,393 Closed