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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
651
West Paces Advisors
Georgia
$1.23K
FWA
652
FSC Wealth Advisors
New York
$1.05K
AW
653
Avion Wealth
Texas
$1K
FMP
654
Financial Management Professionals
Texas
$1K
CAS
655
Coppell Advisory Solutions
Texas
$964
PTC
656
Private Trust Company
Ohio
$963 -$2.87K -35 -76%
TIM
657
Tortoise Investment Management
New York
$963
BGAI
658
Bruce G. Allen Investments
Colorado
$875
LIM
659
Longfellow Investment Management
Massachusetts
$875
UCI
660
Uncommon Cents Investing
Wisconsin
$875 +$820 +10 New
TWD
661
True Wealth Design
Ohio
$788
CA
662
Claris Advisors
Missouri
$788 +$738 +9 New
FFO
663
Fortitude Family Office
Arizona
$788 +$738 +9 New
LSA
664
Leonteq Securities AG
Switzerland
$613 -$62.2K -758 -99%
TC
665
Truvestments Capital
Florida
$613 +$574 +7 New
VAMG
666
Voisard Asset Management Group
Michigan
$526 +$492 +6 New
DJSG
667
D.J. St. Germain
Massachusetts
$525
MCM
668
MV Capital Management
Maryland
$351
CWA
669
Carolina Wealth Advisors
South Carolina
$350 +$328 +4 New
AWM
670
Avior Wealth Management
Nebraska
$262 +$246 +3 New
IAIM
671
International Assets Investment Management
Florida
$201 +$1.44M +17,551 +45,003%
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