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Name Holding Trade Value Shares
Change
Change in
Stake
MPCL
1426
My Personal CFO LLC
Washington
$16K +$15.6K +102 New
MLA
1427
MB, Levis & Associates
Pennsylvania
$15.9K +$15.5K +101 New
SWA
1428
SOA Wealth Advisors
New York
$15.7K – – –
SFCL
1429
Strengthening Families & Communities LLC
Massachusetts
$15K – – –
Jones Financial Companies
1430
Jones Financial Companies
Missouri
$15K +$7.21K +47 +98%
CWC
1431
Carolinas Wealth Consulting
North Carolina
$14.3K +$2.61K +17 +0.2%
JFA
1432
JNBA Financial Advisors
Minnesota
$14.3K – – –
AAG
1433
Armstrong Advisory Group
Massachusetts
$13.3K +$13K +85 New
LWP
1434
Lumature Wealth Partners
Georgia
$12.9K – – –
HWM
1435
HighMark Wealth Management
Minnesota
$12.9K +$153 +1 +1%
RWM
1436
Ruedi Wealth Management
Illinois
$12.4K +$12.1K +79 New
Nomura Holdings
1437
Nomura Holdings
Japan
$12K -$348K -2,270 -97%
CHA
1438
Carmichael Hill & Associates
Maryland
$11.8K – – –
GFPC
1439
Global Financial Private Client
Florida
$11.3K +$9.81K +64 +800%
MUMSS
1440
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K -$10.7K -70 -50%
TIM
1441
Tortoise Investment Management
New York
$11K – – –
DWA
1442
Delos Wealth Advisors
Texas
$10.8K – – –
3IP
1443
3Chopt Investment Partners
Virginia
$10K +$9.81K +64 New
SWM
1444
Sugarloaf Wealth Management
Georgia
$9.73K +$4.14K +27 +77%
EE
1445
EWG Elevate
California
$9.73K +$9.51K +62 New
SIC
1446
SJS Investment Consulting
Ohio
$9.57K +$5.21K +34 +126%
VCM
1447
Versant Capital Management
Arizona
$9.42K – – –
CP
1448
Castleview Partners
Texas
$9.1K – – –
AIC
1449
Archer Investment Corporation
Indiana
$8.95K – – –
TJHA
1450
Thomas J. Herzfeld Advisors
Florida
$8.95K +$1.99K +13 +30%