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Name Holding Trade Value Shares
Change
Change in
Stake
AW
451
Avion Wealth
Texas
$1K – – –
KG
452
Kilter Group
New York
$925 +$951 +21 New
SIS
453
Sound Income Strategies
Florida
$880 – – –
CH
454
Cromwell Holdings
Wyoming
$792 +$815 +18 New
SIC
455
SJS Investment Consulting
Ohio
$661 -$906 -20 -57%
TCOT
456
Trust Company of Toledo
Ohio
$616 +$634 +14 New
BI
457
Binnacle Investments
Iowa
$572 – – –
FCAS
458
First Command Advisory Services
Texas
$484 – – –
NWM
459
Nova Wealth Management
Florida
$469 +$498 +11 New
RCM
460
Raleigh Capital Management
North Carolina
$442 +$453 +10 New
CA
461
Crewe Advisors
Utah
$397 – – –
BBHC
462
Brown Brothers Harriman & Co
New York
$396 +$408 +9 New
MCM
463
Manchester Capital Management
Vermont
$353 -$39.9K -882 -99%
NC
464
NewSquare Capital
Pennsylvania
$352 – – –
HIA
465
HFM Investment Advisors
New Jersey
$352 +$91 +2 +33%
BHWM
466
Bay Harbor Wealth Management
Maryland
$264 +$45 +1 +20%
PWM
467
Parkworth Wealth Management
California
$220 – – –
TPWA
468
Twin Peaks Wealth Advisors
California
$217 +$226 +5 New
RWM
469
Rialto Wealth Management
New York
$133 -$317 -7 -70%
MCM
470
MV Capital Management
Maryland
$45 – – –
RIL
471
Rothschild Investment LLC
Illinois
$44 -$453 -10 -91%
BCMIO
472
Beacon Capital Management Inc (Ohio)
Ohio
$10 +$45 +1 New
Los Angeles Capital Management
473
Los Angeles Capital Management
California
– -$21.3M -423,060 Closed
CPC
474
Cookson Peirce & Co
Pennsylvania
– -$10.6M -209,537 Closed
CF
475
Corebridge Financial
Texas
– -$8.95M -177,562 Closed