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Name Holding Trade Value Shares
Change
Change in
Stake
FFO
301
Fortitude Family Office
Arizona
$755 – – –
FFL
302
Financial Freedom LLC
Ohio
$640 – – –
NA
303
NewEdge Advisors
Louisiana
$634 – – –
WA
304
WPG Advisers
Maryland
$624 -$476 -76 -40%
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$596 – – –
CPG
306
Cornerstone Planning Group
New Jersey
$547 +$238 +38 +52%
MCM
307
MV Capital Management
Maryland
$547 +$588 +94 +1,567%
CFO
308
CVA Family Office
Colorado
$481 -$2.27K -362 -80%
JWA
309
JFS Wealth Advisors
Pennsylvania
$427 -$1.61K -258 -77%
GFPC
310
Global Financial Private Client
Florida
$421 +$250 +40 +108%
RWM
311
Raffa Wealth Management
District of Columbia
$290 – – –
BGAI
312
Bruce G. Allen Investments
Colorado
$252 -$344 -55 -54%
PWA
313
Principia Wealth Advisory
Texas
$252 +$294 +47 New
DPW
314
DiNuzzo Private Wealth
Pennsylvania
$225 -$213 -34 -45%
PS
315
Principal Securities
Iowa
$223 – – –
AWM
316
Activest Wealth Management
Florida
$170 +$182 +29 +1,450%
FS
317
Financially Speaking
Colorado
$164 – – –
BTI
318
Blue Trust Inc
Georgia
$137 – – –
AF
319
Advisornet Financial
Minnesota
$60 +$69 +11 New
HIA
320
HFM Investment Advisors
New Jersey
$33 +$38 +6 New
CSC
321
Caldwell Sutter Capital
California
$5 – – –
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$1 -$5.38K -860 Closed
VNIM
323
Vaughan Nelson Investment Management
Texas
– -$41.3M -5,929,663 Closed
SCPM
324
Sea Cliff Partners Management
California
– -$19.8M -2,844,612 Closed
Natixis Advisors
325
Natixis Advisors
Massachusetts
– -$8.72M -1,252,423 Closed