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Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
Whipplewood Advisors
Colorado
$1.75K -$5.57K -143 -80%
OC
627
Oakworth Capital
Alabama
$1.7K -$5.88K -151 -82%
AAS
628
Ameritas Advisory Services
Nebraska
$1.7K +$1.32K +34 New
AF
629
Advisornet Financial
Minnesota
$1.6K +$935 +24 +300%
HNB
630
Huntington National Bank
Ohio
$1.55K -$19.8K -507 -94%
BHWM
631
Bay Harbor Wealth Management
Maryland
$1.3K +$662 +17 +189%
HIA
632
HFM Investment Advisors
New Jersey
$1.25K +$701 +18 +257%
DMBA
633
Deseret Mutual Benefit Administrators
Utah
$1.2K – – –
FMP
634
Financial Management Professionals
Texas
$1.2K – – –
FGC
635
Financial Gravity Companies
Texas
$1.05K +$818 +21 New
LWMI
636
Legacy Wealth Management (Idaho)
Idaho
$999 – – –
LIS
637
Legacy Investment Solutions
Idaho
$999 +$779 +20 New
PWM
638
Parkworth Wealth Management
California
$899 – – –
RWM
639
Rialto Wealth Management
New York
$799 +$623 +16 New
RS
640
Rakuten Securities
Japan
$649 +$468 +12 +1,200%
RCM
641
Raleigh Capital Management
North Carolina
$499 +$390 +10 New
QWM
642
Quaker Wealth Management
New Jersey
$350 +$273 +7 New
LFA
643
LGT Financial Advisors
Texas
$250 +$195 +5 New
VCM
644
Versant Capital Management
Arizona
$200 – – –
CIA
645
Cape Investment Advisory
Georgia
$150 – – –
GWSG
646
GPS Wealth Strategies Group
Colorado
$150 +$117 +3 New
PWMG
647
Private Wealth Management Group
New Jersey
$100 -$117 -3 -60%
Westfield Capital Management
648
Westfield Capital Management
Massachusetts
– -$95M -2,873,012 Closed
MIM
649
Merewether Investment Management
Texas
– -$15.1M -456,036 Closed
CF
650
Corebridge Financial
Texas
– -$13.9M -420,574 Closed