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Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
551
Tennessee Valley Asset Management Partners
Tennessee
$749 +$758 +15 New
VCM
552
Versant Capital Management
Arizona
$715 – – –
FWM
553
Focused Wealth Management
New York
$630 – – –
CTA
554
Colonial Trust Advisors
South Carolina
$613 +$152 +3 +33%
DWA
555
Delos Wealth Advisors
Texas
$572 – – –
RA
556
Rise Advisors
New York
$554 – – –
PA
557
PSI Advisors
Florida
$511 – – –
RWM
558
Raffa Wealth Management
District of Columbia
$511 – – –
CFO
559
CVA Family Office
Colorado
$511 +$505 +10 New
DF
560
Dunhill Financial
United Kingdom
$491 +$505 +10 New
ZB
561
Zions Bancorporation
Utah
$306 -$4.5K -89 -94%
CWC
562
Carolinas Wealth Consulting
North Carolina
$306 – – –
KSWA
563
Kathleen S. Wright Associates
Pennsylvania
$281 – – –
RF
564
Robbins Farley
New Hampshire
$256 – – –
TWD
565
True Wealth Design
Ohio
$256 – – –
ACA
566
Atlas Capital Advisors
Wyoming
$153 – – –
TCOV
567
Trust Company of Vermont
Vermont
$102 -$3.89K -77 -97%
MFG
568
Mendota Financial Group
Wisconsin
$52 – – –
EBA
569
Eagle Bay Advisors
New York
$51 – – –
HRC
570
Hoertkorn Richard Charles
$51 – – –
WA
571
WestEnd Advisors
North Carolina
$51 – – –
DWM
572
Dogwood Wealth Management
Kansas
$1 – – –
MIM
573
Meridiem Investment Management
United Kingdom
– -$89M -1,345,587 Closed
GCM
574
Gladstone Capital Management
United Kingdom
– -$66.1M -999,345 Closed
ClearBridge Investments
575
ClearBridge Investments
New York
– -$45.7M -691,365 Closed