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Name Holding Trade Value Shares
Change
Change in
Stake
JSC
801
Jackson Square Capital
California
$7K – – –
Ninety One (UK)
802
Ninety One (UK)
United Kingdom
$7K – – –
Macquarie Group
803
Macquarie Group
Australia
$7K +$1.79K +13 +33%
HCP
804
Hexagon Capital Partners
Arkansas
$7K +$8K +58 New
AWM
805
AllSquare Wealth Management
New York
$6K – – –
IF
806
Ironwood Financial
Arizona
$6K – – –
RG
807
Retirement Group
California
$6K – – –
Federated Hermes
808
Federated Hermes
Pennsylvania
$5K – – –
PG
809
Proffitt & Goodson
Tennessee
$5K – – –
SWM
810
Sugarloaf Wealth Management
Georgia
$5K – – –
TVWM
811
Tower View Wealth Management
Wisconsin
$5K – – –
FP
812
Fiduciary Planning
Florida
$5K +$5.38K +39 New
LWA
813
Lenox Wealth Advisors
New York
$4K -$13.1K -95 -79%
DAM
814
Delta Asset Management
Tennessee
$4K -$1.38K -10 -25%
ABC
815
Associated Banc-Corp
Wisconsin
$4K – – –
FMP
816
Financial Management Professionals
Texas
$4K +$552 +4 +15%
AIP
817
Ameritas Investment Partners
Nebraska
$3K – – –
BCM
818
Bourgeon Capital Management
Connecticut
$3K – – –
CFN
819
Cordasco Financial Network
Florida
$3K – – –
HIM
820
Hillsdale Investment Management
Ontario, Canada
$3K – – –
TWP
821
TFO Wealth Partners
Ohio
$3K +$2.9K +21 New
APC
822
Aspire Private Capital
North Carolina
$3K +$3.03K +22 New
CHA
823
Carmichael Hill & Associates
Maryland
$2K -$10.3K -75 -81%
GAM
824
Gemmer Asset Management
California
$2K -$138 -1 -7%
APWA
825
Atlas Private Wealth Advisors
New Jersey
$2K – – –