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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
1051
WR Wealth Planners
Missouri
$2.44K +$546 +10 +29%
ADL
1052
Asset Dedication LLC
California
$2.17K
HWM
1053
HighMark Wealth Management
Minnesota
$2.17K +$2.18K +40 New
PIM
1054
Plato Investment Management
Australia
$1.95K
OWA
1055
Opal Wealth Advisors
New York
$1.95K +$1.97K +36 New
ECM
1056
Everence Capital Management
Indiana
$1.93K
TWD
1057
True Wealth Design
Ohio
$1.9K +$273 +5 +17%
LIM
1058
Longfellow Investment Management
Massachusetts
$1.73K
RFG
1059
RFP Financial Group
Georgia
$1.57K +$655 +12 +71%
TLA
1060
Tanglewood Legacy Advisors
Texas
$1.52K
GI
1061
Gradient Investments
Minnesota
$1.52K +$1.53K +28 New
MA
1062
MCF Advisors
Kentucky
$1.41K
BHWM
1063
Beaird Harris Wealth Management
Texas
$1.39K +$55 +1 +4%
WWM
1064
Wolff Wiese Magana
California
$1.08K
SFCL
1065
Strengthening Families & Communities LLC
Massachusetts
$1K +$655 +12 New
BGAI
1066
Bruce G. Allen Investments
Colorado
$758
PO
1067
Private Ocean
California
$650 +$655 +12 New
CTWM
1068
Cherry Tree Wealth Management
Minnesota
$434
RWM
1069
Ruedi Wealth Management
Illinois
$379 +$382 +7 New
HWP
1070
Highline Wealth Partners
California
$325 +$328 +6 New
FHC
1071
First Heartland Consultants
Missouri
$318 +$33K +604 +11%
RWMG
1072
Redwood Wealth Management Group
New Jersey
$271 +$273 +5 New
SSA
1073
Schonfeld Strategic Advisors
New York
-$23.9M -412,970 Closed
AIG
1074
American International Group
New York
-$19.9M -343,908 Closed
Marshall Wace
1075
Marshall Wace
United Kingdom
-$19M -327,824 Closed