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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1226
Center for Financial Planning
Michigan
$463 -$13.4K -387 -97%
BWS
1227
Buck Wealth Strategies
Colorado
$425 +$380 +11 New
BWP
1228
Baldwin Wealth Partners
Massachusetts
$386 – – –
RF
1229
Robbins Farley
New Hampshire
$386 – – –
WOSD
1230
WFA of San Diego
California
$386 +$346 +10 New
PCFFS
1231
Pacific Center for Financial Services
California
$348 – – –
SIS
1232
Strategic Investment Solutions
Illinois
$299 – – –
PP
1233
PFS Partners
New Jersey
$270 – – –
BONH
1234
Bank of New Hampshire
New Hampshire
$231 – – –
CFS
1235
CGC Financial Services
Oregon
$193 +$173 +5 New
FCAS
1236
First Command Advisory Services
Texas
$154 +$138 +4 New
NIC
1237
Northwest Investment Counselors
Oregon
$116 – – –
MSFP
1238
Mark Sheptoff Financial Planning
Connecticut
$84 – – –
BHWM
1239
Beaird Harris Wealth Management
Texas
$78 – – –
WAM
1240
Worth Asset Management
Texas
$77 – – –
CCP
1241
Carmel Capital Partners
California
$39 -$27.7K -801 -100%
IHWM
1242
Iron Horse Wealth Management
Iowa
$39 – – –
Hudson Bay Capital Management
1243
Hudson Bay Capital Management
Connecticut
– -$92.4M -2,520,000 Closed
MVP
1244
Miller Value Partners
Florida
– -$44.7M -1,218,742 Closed
JGC
1245
J. Goldman & Co
New York
– -$23.1M -628,666 Closed
JMPWA
1246
JP Morgan Private Wealth Advisors
California
– -$13M -354,078 Closed
CSCSIM
1247
Clear Sky Carbon Solutions Investment Management
Texas
– -$8.25M -225,000 Closed
PWAG
1248
Polaris Wealth Advisory Group
California
– -$7.15M -195,021 Closed
ZIM
1249
Zacks Investment Management
Illinois
– -$7.1M -193,544 Closed
HF
1250
HRT Financial
New York
– -$5.72M -165,459 Closed