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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1851
Ranch Capital Advisors
Florida
$6K
TAM
1852
Troy Asset Management
United Kingdom
$6K
TCWA
1853
Ten Capital Wealth Advisors
Washington
$6K +$4.75K +106 New
DWM
1854
Defined Wealth Management
Oregon
$6K +$5.38K +120 New
Kayne Anderson Rudnick Investment Management
1855
Kayne Anderson Rudnick Investment Management
California
$6K +$5.38K +120 New
AIA
1856
Arcadia Investment Advisors
Idaho
$5.4K -$5.42K -121 -55%
GWMIA
1857
Global Wealth Management Investment Advisory
Florida
$5K -$6.45K -144 -60%
CAL
1858
Capital Advisors Ltd
Ohio
$5K
CDIA
1859
Capital Directions Investment Advisors
Georgia
$5K
CAM
1860
Costello Asset Management
Pennsylvania
$5K
PWMG
1861
Prestige Wealth Management Group
New Jersey
$5K +$2.51K +56 +140%
MMG
1862
Monetary Management Group
Missouri
$5K +$3.85K +86 New
LS
1863
Leelyn Smith
Illinois
$5K +$4.21K +94 New
KC
1864
Kinloch Capital
Virginia
$5K +$4.48K +100 New
BSSFA
1865
Baron Silver Stevens Financial Advisors
Florida
$5K +$4.75K +106 New
SIAG
1866
Safeguard Investment Advisory Group
California
$5K +$4.79K +107 New
MS
1867
Marshall & Sullivan
Washington
$4.28K -$38K -849 -99%
APW
1868
Acima Private Wealth
Virginia
$4K
SIAP
1869
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K
SFO
1870
Standard Family Office
South Dakota
$4K +$3.09K +69 New
EWM
1871
Edge Wealth Management
New York
$3K -$672 -15 -20%
BHWM
1872
Bay Harbor Wealth Management
Maryland
$3K
LAS
1873
Lloyd Advisory Services
Georgia
$3K
LWA
1874
Lowe Wealth Advisors
Maryland
$3K
IA
1875
IFS Advisors
Kansas
$3K +$2.78K +62 New