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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
601
Tarbox Family Office
California
$6K – – –
AssetMark Inc
602
AssetMark Inc
California
$5K -$6.22K -50 -57%
LAS
603
Lloyd Advisory Services
Georgia
$5K – – –
SJIM
604
St. Johns Investment Management
Florida
$5K – – –
TFGT
605
TS Financial Group (TSFG)
Illinois
$5K – – –
CAL
606
Capital Analysts LLC
Pennsylvania
$5K +$2.24K +18 +90%
FHA
607
First Horizon Advisors
Tennessee
$4K – – –
LC
608
Lindbrook Capital
California
$4K – – –
PFGIA
609
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
BBHC
610
Brown Brothers Harriman & Co
New York
$4K +$3.36K +27 +900%
CCC
611
Crescent Capital Consulting
Louisiana
$4K +$3.86K +31 New
MF
612
Manchester Financial
California
$4K +$3.98K +32 New
GEA
613
Glen Eagle Advisors
New Jersey
$3.43K – – –
SWA
614
Sutton Wealth Advisors
Florida
$3.03K – – –
M
615
MOTCO
Texas
$3K -$3.36K -27 -55%
EWA
616
Evolution Wealth Advisors
Florida
$3K – – –
CFO
617
CVA Family Office
Colorado
$3K +$3.11K +25 New
PCG
618
Private Capital Group
Connecticut
$2K -$5.47K -44 -71%
CAGAS
619
Capital Advisory Group Advisory Services
Minnesota
$2K +$1.87K +15 New
BA
620
Bellwether Advisors
Nebraska
$2K +$2.24K +18 New
RWM
621
Raffa Wealth Management
District of Columbia
$1.98K – – –
GFPC
622
Global Financial Private Client
Florida
$1.85K +$1.74K +14 New
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$1K -$2.99K -24 -71%
BWM
624
BerganKDV Wealth Management
Minnesota
$1K – – –
EW
625
Evoke Wealth
California
$1K – – –