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Name Holding Trade Value Shares
Change
Change in
Stake
PIS
1201
POM Investment Strategies
North Carolina
$4.81K – – –
DF
1202
Dunhill Financial
United Kingdom
$4.45K +$616 +4 +20%
MSWM
1203
Mowery & Schoenfeld Wealth Management
Illinois
$4.12K -$616 -4 -14%
AS
1204
Altshuler Shaham
Israel
$4.12K -$49.9K -324 -93%
PCA
1205
Providence Capital Advisors
North Carolina
$4.12K -$30.8K -200 -89%
JGIA
1206
Jackson Grant Investment Advisers
Connecticut
$4.12K – – –
CWC
1207
Carolinas Wealth Consulting
North Carolina
$4.12K +$616 +4 +20%
CWP
1208
Concord Wealth Partners
Virginia
$4.12K +$3.69K +24 New
CPG
1209
Cornerstone Planning Group
New Jersey
$4.04K -$4.93K -32 -57%
ADL
1210
Asset Dedication LLC
California
$4K – – –
CT
1211
Caldwell Trust
Florida
$3.44K – – –
IHWM
1212
Iron Horse Wealth Management
Iowa
$3.44K – – –
CAM
1213
ClariVest Asset Management
California
$3.43K +$1.23K +8 +67%
MHR
1214
Matthew Hamilton Rosenberg
$3.4K – – –
LI
1215
LRI Investments
Florida
$2.75K +$2.46K +16 New
AA
1216
Ancora Advisors
Ohio
$2.37K -$52.3K -340 -97%
PWMG
1217
Prestige Wealth Management Group
New Jersey
$2.06K – – –
TWD
1218
True Wealth Design
Ohio
$2.06K +$616 +4 +50%
BGAI
1219
Bruce G. Allen Investments
Colorado
$2.06K – – –
FRA
1220
Frank Rimerman Advisors
California
$2.06K – – –
FFA
1221
Frazier Financial Advisors
Ohio
$1.38K – – –
CAC
1222
Core Alternative Capital
Georgia
$1.37K -$13.5K -88 -92%
CAM
1223
Creekmur Asset Management
Illinois
$1.37K +$1.23K +8 New
TAM
1224
Tucker Asset Management
Colorado
$1.37K +$1.23K +8 New
FSWA
1225
Financial Synergies Wealth Advisors
Texas
$688 – – –