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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1651
Avion Wealth
Texas
$2K -$37.5K -3,366 -94%
HFS
1652
HBC Financial Services
Washington
$2K -$167 -15 -6%
BFPW
1653
BOK Financial Private Wealth
Colorado
$1.95K
QL
1654
Quarry LP
New York
$1.94K -$8.29K -745 -82%
JPWM
1655
Jamison Private Wealth Management
Georgia
$1.48K -$60.8K -5,464 -98%
TCA
1656
Trifecta Capital Advisors
Illinois
$1.43K
KSWA
1657
Kathleen S. Wright Associates
Pennsylvania
$1.43K
PS
1658
Planned Solutions
California
$1.38K +$1.26K +113 New
GAMC
1659
Garner Asset Management Corp
Texas
$1.27K +$1.11K +100 New
HFM
1660
Hartford Financial Management
Connecticut
$1.22K
LOIP
1661
Live Oak Investment Partners
Texas
$1.22K
AEPWM
1662
Atlantic Edge Private Wealth Management
Florida
$1.22K +$1.11K +100 New
MSFP
1663
Mark Sheptoff Financial Planning
Connecticut
$1.18K
FSWA
1664
Financial Synergies Wealth Advisors
Texas
$1.13K -$20.7K -1,857 -95%
MCA
1665
Maryland Capital Advisors
Maryland
$1.1K
Kayne Anderson Rudnick Investment Management
1666
Kayne Anderson Rudnick Investment Management
California
$1.1K
CAL
1667
Capital Advisors Ltd
Ohio
$1K -$5.01K -450 -79%
RDIA
1668
RE Dickinson Investment Advisors
Iowa
$1K +$11 +1 +1%
MFA
1669
McClarren Financial Advisors
Pennsylvania
$1K +$22 +2 +3%
JFG
1670
JDM Financial Group
Texas
$975
RF
1671
Robinswood Financial
Washington
$914
SC
1672
Solstein Capital
California
$890 -$924 -83 -53%
CI
1673
Cordant Inc
Oregon
$781
GWSA
1674
Global Wealth Strategies & Associates
Colorado
$621 -$3.15K -283 -85%
BCPWM
1675
Bradley & Co Private Wealth Management
Florida
$610