Name Holding Trade Value Shares
Change
Change in
Stake
PK
551
Pflug Koory
Nebraska
$838 – – –
WWM
552
Wolff Wiese Magana
California
$805 – – –
WPWM
553
Western Pacific Wealth Management
Illinois
$796 – – –
AWM
554
Abound Wealth Management
Tennessee
$671 +$683 +80 New
RCM
555
Raleigh Capital Management
North Carolina
$503 +$512 +60 New
HWA
556
HHM Wealth Advisors
Tennessee
$495 – – –
2L
557
25 LLC
Missouri
$481 – – –
GIA
558
GHP Investment Advisors
Colorado
$438 – – –
RG
559
Retirement Group
California
$419 – – –
GWMIA
560
Global Wealth Management Investment Advisory
Florida
$402 +$410 +48 New
M
561
MOTCO
Texas
$394 +$401 +47 New
TWD
562
True Wealth Design
Ohio
$361 – – –
GJIA
563
Glass Jacobson Investment Advisors
Maryland
$344 +$350 +41 New
WIM
564
Westside Investment Management
California
$293 – – –
RWM
565
Raffa Wealth Management
District of Columbia
$285 -$1.58K -185 -84%
CAS
566
Coppell Advisory Solutions
Texas
$279 +$290 +34 New
VCM
567
Versant Capital Management
Arizona
$251 – – –
Zurich Cantonal Bank
568
Zurich Cantonal Bank
Switzerland
$251 – – –
CCP
569
Carmel Capital Partners
California
$238 -$606 -71 -72%
HI
570
Hoey Investments
Pennsylvania
$202 – – –
DWA
571
Delos Wealth Advisors
Texas
$185 – – –
TCCM
572
Timber Creek Capital Management
Massachusetts
$151 +$154 +18 New
BSB
573
Bangor Savings Bank
Maine
$101 – – –
FWM
574
Focused Wealth Management
New York
$84 – – –
CSS
575
Cubist Systematic Strategies
Connecticut
$17 -$2.08M -243,866 -100%