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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
301
Carolinas Wealth Consulting
North Carolina
$7K +$7.32K +531 New
FWM
302
Focused Wealth Management
New York
$6K
GWM
303
Geneos Wealth Management
Colorado
$6K
VCM
304
Vigilant Capital Management
Maine
$6K
AIM
305
Anchor Investment Management
South Carolina
$5.38K +$5.37K +390 New
DOA
306
D'Orazio & Associates
Virginia
$5K
VFA
307
Valeo Financial Advisors
Indiana
$5K +$317 +23 +7%
BWL
308
Bogart Wealth LLC
Virginia
$5K +$5.01K +364 New
HPC
309
HM Payson & Co
Maine
$4K
MHR
310
Matthew Hamilton Rosenberg
$4K
MIM
311
Macroview Investment Management
Maryland
$4K +$3.71K +269 New
RFA
312
Reilly Financial Advisors
California
$4K +$4.2K +305 New
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$4K +$4.48K +325 New
CG
314
Cutler Group
California
$3K -$1.47M -106,923 -100%
CFO
315
CVA Family Office
Colorado
$3K +$2.56K +186 New
NFG
316
Next Financial Group
Texas
$3K +$3.38K +245 New
PCG
317
Private Capital Group
Connecticut
$2K -$32.5K -2,361 -93%
MAM
318
McCarthy Asset Management
California
$2K -$909 -66 -33%
AF
319
Allworth Financial
California
$2K
ACM
320
AUA Capital Management
Pennsylvania
$2K
TFGT
321
TS Financial Group (TSFG)
Illinois
$2K
HR
322
Howe & Rusling
New York
$2K +$96 +7 +5%
CA
323
Clearstead Advisors
Ohio
$2K +$1.56K +113 New
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.96K +142 New
Jones Financial Companies
325
Jones Financial Companies
Missouri
$2K +$2.19K +159 New