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Name Holding Trade Value Shares
Change
Change in
Stake
CA
651
CXI Advisors
Indiana
$7K +$6.75K +316 New
SFSIG
652
San Francisco Sentry Investment Group
California
$6K
OSAM
653
O'Shaughnessy Asset Management
Connecticut
$6K +$5.29K +248 New
HWM
654
Howard Wealth Management
Connecticut
$6K +$5.81K +272 New
BCA
655
Berman Capital Advisors
Georgia
$5K
Northwestern Mutual Wealth Management
656
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.61K +216 New
EW
657
Evoke Wealth
California
$4.55K +$256 +12 +6%
EWA
658
Evolution Wealth Advisors
Florida
$4K +$256 +12 +8%
CCM
659
Covington Capital Management
California
$4K +$4.18K +196 New
SWM
660
Selective Wealth Management
Virginia
$3K
TFO
661
Tarbox Family Office
California
$3K +$2.39K +112 New
BAM
662
Bellevue Asset Management
Washington
$3K +$2.99K +140 New
Fidelity International
663
Fidelity International
Bermuda
$2K -$85 -4 -4%
GWS
664
Glassman Wealth Services
Virginia
$2K
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
WCM
666
Wealthcare Capital Management
Virginia
$2K +$2.05K +96 New
1832 Asset Management
667
1832 Asset Management
Ontario, Canada
$2K +$2.22K +104 New
CA
668
Claar Advisors
New York
$1.77K
LP
669
LMR Partners
United Kingdom
$1.66K +$1.56M +72,884 New
AWA
670
Arkadios Wealth Advisors
Georgia
$1.03K +$854 +40 New
PWP
671
Personal Wealth Partners
Minnesota
$1K
BL
672
Balentine LLC
Georgia
$1K +$512 +24 +86%
APC
673
Aspire Private Capital
North Carolina
$1K +$683 +32 New
LAS
674
Lloyd Advisory Services
Georgia
$1K +$683 +32 New
ACM
675
Atlanta Capital Management
Georgia
-$158M -7,854,640 Closed