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Name Holding Trade Value Shares
Change
Change in
Stake
HR
701
Howe & Rusling
New York
$3K -$1.06K -10 -20%
WPA
702
West Paces Advisors
Georgia
$2.02K – – –
TL
703
TrueWealth LLC
Georgia
$2K -$47.7K -450 -95%
BWM
704
Baystate Wealth Management
Massachusetts
$2K – – –
MF
705
Manchester Financial
California
$2K – – –
PWMG
706
Prestige Wealth Management Group
New Jersey
$2K +$2.44K +23 New
EI
707
Ellevest Inc
New York
$2K +$2.97K +28 New
RWM
708
Raffa Wealth Management
District of Columbia
$1.59K +$636 +6 +46%
TWA
709
TCI Wealth Advisors
Arizona
$1K -$35.9K -339 -98%
GWMIA
710
Global Wealth Management Investment Advisory
Florida
$1K -$1.7K -16 -48%
APWM
711
Atlas Private Wealth Management
New York
$1K – – –
SMFS
712
Squar Milner Financial Services
California
$1K – – –
TIM
713
Tortoise Investment Management
New York
$1K – – –
EWM
714
EPG Wealth Management
Georgia
$1K +$1.06K +10 New
M
715
MOTCO
Texas
$1K +$1.59K +15 New
DWM
716
Darwin Wealth Management
Florida
$1K +$1.8K +17 New
LWANC
717
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K +$1.8K +17 New
MSE
718
MUFG Securities EMEA
United Kingdom
– -$8.86M -76,900 Closed
MG
719
Mather Group
Illinois
– -$6.47M -56,122 Closed
OAM
720
Oxford Asset Management
United Kingdom
– -$6.03M -52,288 Closed
RJFSA
721
Raymond James Financial Services Advisors
Florida
– -$4.12M -35,767 Closed
PM
722
Precept Management
Texas
– -$4.06M -35,200 Closed
Wolverine Trading
723
Wolverine Trading
Illinois
– -$3M -28,278 Closed
GP
724
Geneva Partners
Wisconsin
– -$2.87M -24,875 Closed
AAM
725
Arabesque Asset Management
United Kingdom
– -$2.33M -20,241 Closed