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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
526
Traub Capital Management
Massachusetts
$1.68K +$1.47K +6 New
MA
527
Montag & Associates
Georgia
$1.53K +$245 +1 +25%
RFS
528
Richardson Financial Services
Massachusetts
$1.43K -$736 -3 -38%
AFG
529
Albion Financial Group
Utah
$1.43K
PTC
530
Private Trust Company
Ohio
$1.43K +$245 +1 +25%
CIAS
531
CBIZ Investment Advisory Services
Ohio
$1.43K +$1.23K +5 New
SC
532
SouthState Corp
Florida
$1.14K -$25K -102 -96%
QWM
533
Quaker Wealth Management
New Jersey
$1.14K +$981 +4 New
AF
534
Advisornet Financial
Minnesota
$1.14K +$981 +4 New
CI
535
CX Institutional
Indiana
$1K +$491 +2 New
NWM
536
Nova Wealth Management
Florida
$906 -$2.45K -10 -77%
TPWA
537
Twin Peaks Wealth Advisors
California
$865 +$736 +3 New
ACA
538
American Capital Advisory
Idaho
$858 +$245 +1 +50%
PWA
539
Principia Wealth Advisory
Texas
$857 +$245 +1 +50%
RF
540
Rossby Financial
Florida
$857 +$736 +3 New
BLC
541
Brown, Lisle/Cummings
Rhode Island
$826 +$245 +1 +50%
BWL
542
Bogart Wealth LLC
Virginia
$572
BGAI
543
Bruce G. Allen Investments
Colorado
$572
FCAS
544
First Command Advisory Services
Texas
$572
SS
545
SBI Securities
Japan
$572
MCM
546
Manchester Capital Management
Vermont
$572 +$491 +2 New
AWM
547
Activest Wealth Management
Florida
$293 +$245 +1 New
LFG
548
Larson Financial Group
Missouri
$286 -$245 -1 -50%
DWM
549
Dogwood Wealth Management
Kansas
$285 +$245 +1 New
Qube Research & Technologies (QRT)
550
Qube Research & Technologies (QRT)
United Kingdom
-$311M -1,405,730 Closed