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Name Holding Trade Value Shares
Change
Change in
Stake
JFG
526
JDM Financial Group
Texas
$1K +$960 +7 New
AW
527
Avion Wealth
Texas
$1K
BHWM
528
Bay Harbor Wealth Management
Maryland
$1K +$274 +2 +40%
FMP
529
Financial Management Professionals
Texas
$858
Kayne Anderson Rudnick Investment Management
530
Kayne Anderson Rudnick Investment Management
California
$858
WA
531
Whipplewood Advisors
Colorado
$715 +$686 +5 New
TWD
532
True Wealth Design
Ohio
$572 -$823 -6 -60%
BC
533
Bayforest Capital
United Kingdom
$572
DPW
534
DiNuzzo Private Wealth
Pennsylvania
$572
HFS
535
Hughes Financial Services
Virginia
$572 +$274 +2 +100%
VWM
536
Vermillion Wealth Management
Minnesota
$572 +$549 +4 New
WA
537
Westfuller Advisors
New York
$550 -$549 -4 -50%
HIA
538
HFM Investment Advisors
New Jersey
$429
MHR
539
Matthew Hamilton Rosenberg
$429
KG
540
Kilter Group
New York
$286 +$274 +2 New
TWM
541
TopTier Wealth Management
Wisconsin
$286 +$274 +2 New
TFA
542
Transamerica Financial Advisors
Florida
$285
DF
543
Dunhill Financial
United Kingdom
$174
BCWM
544
Bartlett & Co Wealth Management
Ohio
$147 +$137 +1 New
CIAM
545
Caitong International Asset Management
Hong Kong
$143 -$70.2K -512 -100%
ACA
546
American Capital Advisory
Idaho
$143
VWA
547
Valued Wealth Advisors
Utah
$143
AWM
548
Activest Wealth Management
Florida
$143 +$137 +1 New
CW
549
Curio Wealth
Maryland
$143 +$137 +1 New
Two Sigma Advisers
550
Two Sigma Advisers
New York
-$65M -513,900 Closed