Name Holding Trade Value Shares
Change
Change in
Stake
EFMH
651
E Fund Management (HK)
Hong Kong
$8K – – –
AFC
652
Ares Financial Consulting
California
$8K +$2.33K +7 +41%
WA
653
Westfuller Advisors
New York
$8K +$4.32K +13 +118%
SIM
654
Synergy Investment Management
Florida
$7.39K +$2.66K +8 +57%
WETS
655
Wealth Enhancement Trust Services
South Dakota
$7.33K +$7.31K +22 New
CAL
656
Capital Advisors Ltd
Ohio
$7K +$332 +1 +5%
AW
657
Avion Wealth
Texas
$7K +$664 +2 +10%
HWP
658
Highline Wealth Partners
California
$6.67K +$2.66K +8 +67%
SFS
659
Sunrise Financial Services
Washington
$6.33K – – –
CCMI
660
Creative Capital Management Investments
California
$6.33K +$6.31K +19 New
RF
661
Rossby Financial
Florida
$6K -$1.99K -6 -25%
LFA
662
LGT Financial Advisors
Texas
$6K – – –
BCWM
663
Bartlett & Co Wealth Management
Ohio
$6K +$1.66K +5 +38%
BHWM
664
Bay Harbor Wealth Management
Maryland
$6K +$1.99K +6 +50%
PWMG
665
Private Wealth Management Group
New Jersey
$5.67K – – –
VNA
666
Valley National Advisers
Pennsylvania
$5.67K – – –
RWM
667
Rialto Wealth Management
New York
$5.33K +$664 +2 +14%
BGAI
668
Bruce G. Allen Investments
Colorado
$5.33K – – –
EWM
669
Evolution Wealth Management
Florida
$5.33K – – –
MAM
670
Meeder Asset Management
Ohio
$5.33K +$664 +2 +14%
RWM
671
RMG Wealth Management
Wisconsin
$5.33K – – –
TM
672
Torren Management
California
$5K – – –
SSG
673
Summit Securities Group
New York
$5K +$996 +3 +25%
PWA
674
Provenance Wealth Advisors
Florida
$5K +$2.33K +7 +88%
RBI
675
Raiffeisen Bank International
Austria
$4.7K -$11K -33 -70%