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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Activest Wealth Management
Florida
$3.95K -$4.7K -157 -54%
BCMLT
452
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.92K
SWM
453
Spire Wealth Management
Virginia
$3.33K +$3.38K +113 New
NMG
454
New Millennium Group
Utah
$3.3K +$3.35K +112 New
WCM
455
Westend Capital Management
California
$3.2K
TFGT
456
TS Financial Group (TSFG)
Illinois
$3K
PWA
457
Provenance Wealth Advisors
Florida
$2.95K
RWMG
458
Redwood Wealth Management Group
New Jersey
$2.95K +$2.99K +100 New
GC
459
Globeflex Capital
California
$2.92K
MCM
460
Manchester Capital Management
Vermont
$2.74K +$1.59K +53 +133%
BWP
461
Baldwin Wealth Partners
Massachusetts
$2.74K +$2.78K +93 New
Kayne Anderson Rudnick Investment Management
462
Kayne Anderson Rudnick Investment Management
California
$1.92K
TAM
463
Tucker Asset Management
Colorado
$1.89K +$1.92K +64 New
Jones Financial Companies
464
Jones Financial Companies
Missouri
$1.74K +$1.77K +59 New
Fifth Third Bancorp
465
Fifth Third Bancorp
Ohio
$1.45K
SWS
466
SYSTM Wealth Solutions
Illinois
$1.24K -$1.05M -35,061 -100%
CA
467
Continuum Advisory
Idaho
$1.12K
VWA
468
Valued Wealth Advisors
Utah
$1.06K
CTC
469
Central Trust Company
Missouri
$1.03K -$21K -702 -95%
TWD
470
True Wealth Design
Ohio
$1.03K -$60 -2 -5%
DWA
471
Delos Wealth Advisors
Texas
$915
WIA
472
Wetzel Investment Advisors
Indiana
$629 -$12.7K -424 -95%
SAM
473
Smartleaf Asset Management
Massachusetts
$381
FGAM
474
Financial Gravity Asset Management
Texas
$29 -$15.2K -508 -100%
CCMG
475
Clark Capital Management Group
Pennsylvania
-$28.7M -1,001,556 Closed