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Name Holding Trade Value Shares
Change
Change in
Stake
NL
401
NVWM LLC
Pennsylvania
$1.45K – – –
HNW
402
High Note Wealth
Minnesota
$1.25K -$1.96K -47 -59%
GSWM
403
Golden State Wealth Management
California
$1.09K +$1.17K +28 New
T
404
Transce3nd
Texas
$1.02K – – –
CFS
405
CGC Financial Services
Oregon
$977 – – –
BGAI
406
Bruce G. Allen Investments
Colorado
$977 +$209 +5 +25%
YAL
407
Your Advocates Ltd
Texas
$899 – – –
HT
408
Headlands Technologies
Illinois
$860 -$211K -5,043 -100%
RF
409
Rossby Financial
Florida
$715 +$835 +20 New
RWM
410
Raffa Wealth Management
District of Columbia
$664 – – –
RTL
411
Red Tortoise LLC
Georgia
$664 – – –
DPW
412
DiNuzzo Private Wealth
Pennsylvania
$626 -$209 -5 -24%
WA
413
Whipplewood Advisors
Colorado
$625 +$7.6K +182 +569%
GFPC
414
Global Financial Private Client
Florida
$430 +$292 +7 +175%
FC
415
Fairscale Capital
New Hampshire
$391 – – –
RIL
416
Rothschild Investment LLC
Illinois
$391 +$167 +4 +67%
BI
417
Binnacle Investments
Iowa
$391 +$418 +10 New
SIC
418
SJS Investment Consulting
Ohio
$352 -$501 -12 -57%
WA
419
WPG Advisers
Maryland
$313 – – –
TD Private Client Wealth
420
TD Private Client Wealth
New York
$313 +$334 +8 New
TWD
421
True Wealth Design
Ohio
$308 -$209 -5 -38%
PWAM
422
Private Wealth Asset Management
Iowa
$234 +$251 +6 New
WCM
423
WealthTrak Capital Management
Virginia
$196 – – –
HIA
424
HFM Investment Advisors
New Jersey
$196 +$209 +5 New
BHWM
425
Bay Harbor Wealth Management
Maryland
$78 +$84 +2 New