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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
826
IMA Advisory Services
Colorado
$2.27K -$2.2K -62 -50%
Legacy Financial Group (Iowa)
827
Legacy Financial Group (Iowa)
Iowa
$2.11K +$2.06K +58 New
BAM
828
Byrne Asset Management
New Jersey
$2K
DWMG
829
DB Wealth Management Group
California
$1.7K +$1.67K +47 New
RG
830
Retirement Group
California
$1.45K
RL
831
Rogco LP
Oklahoma
$1.45K +$1.42K +40 New
TFM
832
TFC Financial Management
Massachusetts
$1.45K +$1.42K +40 New
AWM
833
Abound Wealth Management
Tennessee
$1.38K
GWMIA
834
Global Wealth Management Investment Advisory
Florida
$1.38K
LFA
835
LGT Financial Advisors
Texas
$1.3K +$1.28K +36 New
GJIA
836
Glass Jacobson Investment Advisors
Maryland
$1.16K
BCM
837
Bourgeon Capital Management
Connecticut
$1.12K +$1.1K +31 New
WIM
838
Westside Investment Management
California
$1.01K
TFA
839
Transamerica Financial Advisors
Florida
$1K
CAL
840
Capital Analysts LLC
Pennsylvania
$1K +$852 +24 New
CCP
841
Carmel Capital Partners
California
$928 +$106 +3 +13%
VCM
842
Versant Capital Management
Arizona
$870
Zurich Cantonal Bank
843
Zurich Cantonal Bank
Switzerland
$870
HWP
844
Highline Wealth Partners
California
$725 +$710 +20 New
DWA
845
Delos Wealth Advisors
Texas
$598
CPG
846
Cornerstone Planning Group
New Jersey
$326 +$319 +9 New
APC
847
Aspire Private Capital
North Carolina
$253
WWM
848
Wolff Wiese Magana
California
$145 -$1.14K -32 -89%
BC
849
Brookfield Corp
Ontario, Canada
-$23M -644,249 Closed
IHAM
850
Integral Health Asset Management
New York
-$12.5M -350,000 Closed