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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
ECM
1237
EMC Capital Management
Texas
$124 +$347K +10,036 +502%
NIC
1238
Northwest Investment Counselors
Oregon
$116
MSFP
1239
Mark Sheptoff Financial Planning
Connecticut
$84
BHWM
1240
Beaird Harris Wealth Management
Texas
$78
WAM
1241
Worth Asset Management
Texas
$77
CCP
1242
Carmel Capital Partners
California
$39 -$27.7K -801 -100%
IHWM
1243
Iron Horse Wealth Management
Iowa
$39
Comerica Bank
1244
Comerica Bank
Texas
$11 +$37.2M +1,074,466 New
Hudson Bay Capital Management
1245
Hudson Bay Capital Management
Connecticut
-$92.4M -2,520,000 Closed
MVP
1246
Miller Value Partners
Florida
-$44.7M -1,218,742 Closed
JGC
1247
J. Goldman & Co
New York
-$23.1M -628,666 Closed
JMPWA
1248
JP Morgan Private Wealth Advisors
California
-$13M -354,078 Closed
CSCSIM
1249
Clear Sky Carbon Solutions Investment Management
Texas
-$8.25M -225,000 Closed
PWAG
1250
Polaris Wealth Advisory Group
California
-$7.15M -195,021 Closed