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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1301
JNBA Financial Advisors
Minnesota
$1.03K +$1.01K +9 New
RCM
1302
Raleigh Capital Management
North Carolina
$987
KFI
1303
Key Financial Inc
Pennsylvania
$919
NWS
1304
Nvest Wealth Strategies
Ohio
$919 +$451 +4 +100%
OAG
1305
Oakmont Advisory Group
New Mexico
$919 +$902 +8 New
SFCL
1306
Strengthening Families & Communities LLC
Massachusetts
$919 +$902 +8 New
MHR
1307
Matthew Hamilton Rosenberg
$689
DF
1308
Downshift Financial
Colorado
$689 +$676 +6 New
MBFW
1309
Morton Brown Family Wealth
Pennsylvania
$689 +$676 +6 New
CFD
1310
Creative Financial Designs
Indiana
$574
NL
1311
NVWM LLC
Pennsylvania
$574
MWM
1312
Mascoma Wealth Management
New Hampshire
$574 +$564 +5 New
SA
1313
Seneschal Advisors
Washington
$460
SFG
1314
Strive Financial Group
Indiana
$459 +$451 +4 New
DF
1315
DecisionPoint Financial
Arizona
$452 +$451 +4 New
HHGA
1316
Halbert Hargrove Global Advisors
California
$431 +$451 +4 New
BCV
1317
Banque Cantonale Vaudoise
Switzerland
$377 -$528K -4,684 -59%
IPS
1318
Investors Portfolio Services
Washington
$345
TCA
1319
Trifecta Capital Advisors
Illinois
$230 +$225 +2 New
SG
1320
Sankala Group
Colorado
$217 +$225 +2 New
MAM
1321
Meeder Asset Management
Ohio
$115
HIA
1322
Highland Investment Advisors
Florida
$115 +$113 +1 New
MCA
1323
Maryland Capital Advisors
Maryland
$115 +$113 +1 New
MWA
1324
Medallion Wealth Advisors
Connecticut
$115 +$113 +1 New
N
1325
Natixis
France
-$24.4M -217,108 Closed