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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1026
Baldwin Wealth Partners
Massachusetts
$9K
KFP
1027
KB Financial Partners
New Jersey
$9K +$8.02K +213 New
TAM
1028
Tucker Asset Management
Colorado
$8.43K +$7.76K +206 New
FMP
1029
Financial Management Professionals
Texas
$8K
CAL
1030
Capital Advisors Ltd
Ohio
$8K +$753 +20 +11%
AS
1031
Altshuler Shaham
Israel
$8K +$7.27K +193 New
DFCM
1032
Dark Forest Capital Management
Puerto Rico
$7K -$183K -4,857 -97%
LWCFA
1033
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K -$5.8K -154 -46%
CCM
1034
Covington Capital Management
California
$7K
NFSG
1035
Newbridge Financial Services Group
Florida
$7K +$716 +19 +13%
AAP
1036
Arax Advisory Partners
Colorado
$7K +$6.59K +175 New
AWM
1037
AllSquare Wealth Management
New York
$6K
CWA
1038
Clearview Wealth Advisors
Oregon
$6K
GWSG
1039
GPS Wealth Strategies Group
Colorado
$6K
AF
1040
Arrow Financial
New York
$6K +$5.27K +140 New
SFA
1041
Semmax Financial Advisors
North Carolina
$5K +$4.29K +114 New
APF
1042
Alaska Permanent Fund
Alaska
$5K +$4.63K +123 New
CCC
1043
Crescent Capital Consulting
Louisiana
$4K
TWM
1044
Tradition Wealth Management
Minnesota
$4K +$38 +1 +0.9%
HVM
1045
Harvest Volatility Management
Connecticut
$3.45K -$2.38M -63,199 -100%
VCM
1046
Versant Capital Management
Arizona
$3K
CWM
1047
Cedar Wealth Management
California
$3K +$2.33K +62 New
EFS
1048
Econ Financial Services
Pennsylvania
$3K +$2.37K +63 New
GWMI
1049
Guardian Wealth Management (Illinois)
Illinois
$3K +$2.64K +70 New
LWA
1050
Lenox Wealth Advisors
New York
$3K +$2.71K +72 New