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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1276
GoalVest Advisory
New York
$2.4K +$2.69K +12 New
CHA
1277
Carmichael Hill & Associates
Maryland
$2.2K – – –
LIM
1278
Longfellow Investment Management
Massachusetts
$2.2K +$2.46K +11 New
DI
1279
DRH Investments
California
$2.04K – – –
CUAMC
1280
China Universal Asset Management Company
China
$2K +$2.24K +10 New
SIA
1281
SkyView Investment Advisors
New Jersey
$2K -$224 -1 -8%
SIC
1282
SJS Investment Consulting
Ohio
$1.6K -$1.57K -7 -47%
PCTC
1283
Perkins Coie Trust Company
Washington
$1.6K +$1.79K +8 New
SOS
1284
Silver Oak Securities
Tennessee
$1.47K -$466K -2,082 -100%
AP
1285
Arlington Partners
Alabama
$1.4K – – –
AT
1286
Arlington Trust
Alabama
$1.4K +$1.57K +7 New
CTWM
1287
Cherry Tree Wealth Management
Minnesota
$1.2K – – –
UFF
1288
USA Financial Formulas
Michigan
$1.2K – – –
RF
1289
Robbins Farley
New Hampshire
$1K – – –
AW
1290
Avion Wealth
Texas
$1K -$4.03K -18 -75%
WPA
1291
West Paces Advisors
Georgia
$1K – – –
TWP
1292
TFO Wealth Partners
Ohio
$999 +$672 +3 +300%
AAP
1293
Arax Advisory Partners
Colorado
$801 -$2.91K -13 -76%
SIS
1294
Sound Income Strategies
Florida
$600 – – –
HGERS
1295
Householder Group Estate & Retirement Specialist
Arizona
$600 +$672 +3 New
WA
1296
WestEnd Advisors
North Carolina
$400 +$448 +2 New
CWA
1297
Carolina Wealth Advisors
South Carolina
$200 – – –
TAM
1298
Tucker Asset Management
Colorado
$200 – – –
EWP
1299
Elevation Wealth Partners
California
$10 – – –
AI
1300
Axiom Investors
Connecticut
– -$150M -601,064 Closed