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Name Holding Trade Value Shares
Change
Change in
Stake
UIA
1026
Ulland Investment Advisors
Minnesota
$7K +$6.72K +228 New
EWM
1027
Evermay Wealth Management
Virginia
$6K -$16.5K -560 -75%
HWM
1028
HighMark Wealth Management
Minnesota
$6K – – –
IHWM
1029
Iron Horse Wealth Management
Iowa
$6K – – –
OF
1030
Outfitter Financial
Maine
$6K +$5.9K +200 New
SWA
1031
Sutton Wealth Advisors
Florida
$5.64K – – –
EBA
1032
Eagle Bay Advisors
New York
$5K -$3.36K -114 -43%
SC
1033
Sierra Capital
Florida
$5K +$4.6K +156 New
CWP
1034
Concord Wealth Partners
Virginia
$5K +$4.72K +160 New
AIP
1035
Ahrens Investment Partners
Louisiana
$5K +$4.89K +166 New
RWM
1036
Raffa Wealth Management
District of Columbia
$4.74K – – –
CCA
1037
Column Capital Advisors
Indiana
$4K – – –
CA
1038
Crewe Advisors
Utah
$4K – – –
LPWM
1039
Lake Point Wealth Management
Texas
$4K – – –
VCM
1040
Versant Capital Management
Arizona
$4K – – –
LWA
1041
Lenox Wealth Advisors
New York
$4K +$2.36K +80 +250%
RCM
1042
Regency Capital Management
Hawaii
$4K +$3.54K +120 New
SC
1043
Schubert & Co
Texas
$4K +$4.07K +138 New
FP
1044
Financial Perspectives
Minnesota
$4K – – –
BWA
1045
BDO Wealth Advisors
Florida
$3K – – –
TLFA
1046
True Link Financial Advisors
California
$3K – – –
KFP
1047
KB Financial Partners
New Jersey
$3K +$2.48K +84 New
HVM
1048
Harvest Volatility Management
Connecticut
$2.25K -$1.56M -52,974 -100%
LIM
1049
Longfellow Investment Management
Massachusetts
$2K -$384K -13,032 -100%
LF
1050
Lee Financial
Texas
$2K -$28K -950 -95%