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Name Holding Trade Value Shares
Change
Change in
Stake
S
651
Sachetta
Massachusetts
$1.66K – – –
WPA
652
West Paces Advisors
Georgia
$1.23K – – –
FWA
653
FSC Wealth Advisors
New York
$1.05K – – –
AW
654
Avion Wealth
Texas
$1K – – –
FMP
655
Financial Management Professionals
Texas
$1K – – –
CAS
656
Coppell Advisory Solutions
Texas
$964 – – –
PTC
657
Private Trust Company
Ohio
$963 -$2.87K -35 -76%
TIM
658
Tortoise Investment Management
New York
$963 – – –
BGAI
659
Bruce G. Allen Investments
Colorado
$875 – – –
LIM
660
Longfellow Investment Management
Massachusetts
$875 – – –
UCI
661
Uncommon Cents Investing
Wisconsin
$875 +$820 +10 New
TWD
662
True Wealth Design
Ohio
$788 – – –
CA
663
Claris Advisors
Missouri
$788 +$738 +9 New
FFO
664
Fortitude Family Office
Arizona
$788 +$738 +9 New
LSA
665
Leonteq Securities AG
Switzerland
$613 -$62.2K -758 -99%
TC
666
Truvestments Capital
Florida
$613 +$574 +7 New
VAMG
667
Voisard Asset Management Group
Michigan
$526 +$492 +6 New
DJSG
668
D.J. St. Germain
Massachusetts
$525 – – –
MCM
669
MV Capital Management
Maryland
$351 – – –
CWA
670
Carolina Wealth Advisors
South Carolina
$350 +$328 +4 New
AWM
671
Avior Wealth Management
Nebraska
$262 +$246 +3 New
FPFS
672
First Personal Financial Services
North Carolina
$88 +$82 +1 New
SIS
673
Sound Income Strategies
Florida
$13 -$145K -1,766 Closed
DWM
674
Dogwood Wealth Management
Kansas
$2 – – –
DCP
675
Durable Capital Partners
Maryland
– -$93.7M -1,182,481 Closed