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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
Spire Wealth Management
Virginia
$584 +$612 +21 New
BWL
452
Bogart Wealth LLC
Virginia
$556 – – –
BMC
453
Bear Mountain Capital
Washington
$530 – – –
BHWM
454
Bay Harbor Wealth Management
Maryland
$528 +$87 +3 +19%
NMG
455
New Millennium Group
Utah
$500 – – –
BIM
456
Breakwater Investment Management
Washington
$473 +$495 +17 New
PWA
457
Physician Wealth Advisors
Utah
$473 +$495 +17 New
UFF
458
USA Financial Formulas
Michigan
$473 +$495 +17 New
MCM
459
MV Capital Management
Maryland
$417 +$29 +1 +7%
Kayne Anderson Rudnick Investment Management
460
Kayne Anderson Rudnick Investment Management
California
$389 – – –
EW
461
Elyxium Wealth
California
$389 +$408 +14 New
BFS
462
Bare Financial Services
Pennsylvania
$361 – – –
HIA
463
HFM Investment Advisors
New Jersey
$334 -$58 -2 -14%
ACA
464
American Capital Advisory
Idaho
$306 -$29 -1 -8%
QWM
465
Quaker Wealth Management
New Jersey
$306 +$146 +5 +83%
PWAM
466
Private Wealth Asset Management
Iowa
$222 – – –
DT
467
DV Trading
Illinois
$222 +$233 +8 New
UFPG
468
United Financial Planning Group
New York
$195 +$204 +7 New
HC
469
Hurley Capital
New York
$139 – – –
RF
470
Robinswood Financial
Washington
$139 – – –
DF
471
Dunhill Financial
United Kingdom
$121 +$117 +4 New
GSWM
472
Golden State Wealth Management
California
$111 – – –
WWM
473
Wolff Wiese Magana
California
$56 – – –
SA
474
Seneschal Advisors
Washington
$28 – – –
Verition Fund Management
475
Verition Fund Management
Connecticut
– -$7.22M -239,112 Closed