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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1001
Clearstead Advisors
Ohio
$6K
HWMA
1002
Heritage Wealth Management (Arizona)
Arizona
$6K
TFO
1003
Tarbox Family Office
California
$5K
CCA
1004
Column Capital Advisors
Indiana
$5K +$3.8K +17 New
Parallax Volatility Advisers
1005
Parallax Volatility Advisers
California
$4K -$39M -174,546 -100%
TLFA
1006
True Link Financial Advisors
California
$4K +$2.91K +13 New
SWA
1007
Sutton Wealth Advisors
Florida
$3.63K +$224 +1 +8%
AFS
1008
Annapolis Financial Services
Maryland
$3K
CA
1009
Crewe Advisors
Utah
$3K
IF
1010
Ironwood Financial
Arizona
$3K
MWC
1011
MBM Wealth Consultants
Missouri
$3K
SFO
1012
Standard Family Office
South Dakota
$3K
SJIM
1013
St. Johns Investment Management
Florida
$3K
TCWA
1014
Ten Capital Wealth Advisors
Washington
$3K
EWM
1015
Evermay Wealth Management
Virginia
$3K +$2.24K +10 New
DCM
1016
Davidson Capital Management
Texas
$3K +$2.46K +11 New
CAM
1017
ClariVest Asset Management
California
$2K
SCA
1018
Stonebridge Capital Advisors
Minnesota
$2K +$1.56K +7 New
HR
1019
Howe & Rusling
New York
$1K -$671 -3 -38%
JWM
1020
Janiczek Wealth Management
Colorado
$1K -$447 -2 -29%
AWMS
1021
Advocacy Wealth Management Services
Georgia
$1K
FHC
1022
First Horizon Corporation
Tennessee
$1K
TF
1023
TimeScale Financial
Massachusetts
$1K
HS
1024
Horan Securities
United States
$1K +$671 +3 New
WIM
1025
Westside Investment Management
California
$13