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Name Holding Trade Value Shares
Change
Change in
Stake
PS
826
Planning Strategies
Pennsylvania
$794 +$694 +7 New
AA
827
Addison Advisors
Vermont
$681 +$99 +1 +20%
APW
828
Atlantic Private Wealth
North Carolina
$567
APW
829
Aventura Private Wealth
Florida
$567
BHWM
830
Beaird Harris Wealth Management
Texas
$567
NL
831
NVWM LLC
Pennsylvania
$567
SA
832
Seneschal Advisors
Washington
$567
TCOT
833
Trust Company of Toledo
Ohio
$567
WWM
834
Wolff Wiese Magana
California
$567
ACA
835
American Capital Advisory
Idaho
$567 +$198 +2 +67%
BF
836
Brooklyn FI
New York
$463 +$397 +4 New
DF
837
DecisionPoint Financial
Arizona
$456 +$397 +4 New
AWM
838
Activest Wealth Management
Florida
$453 -$1.69K -17 -81%
TC
839
Trust Company
Kansas
$453
CIA
840
Cape Investment Advisory
Georgia
$453 +$397 +4 New
M
841
MOTCO
Texas
$453 +$397 +4 New
WSFS
842
Wilmington Savings Fund Society
Delaware
$453 +$397 +4 New
CWM
843
Copia Wealth Management
Oregon
$340 +$298 +3 New
DF
844
Downshift Financial
Colorado
$340 +$298 +3 New
NRG
845
Nemes Rush Group
Michigan
$227
DCM
846
Davis Capital Management
Florida
$227 +$198 +2 New
HHGA
847
Halbert Hargrove Global Advisors
California
$208 +$198 +2 New
BCV
848
Banque Cantonale Vaudoise
Switzerland
$184 -$237K -2,393 -60%
SIM
849
Synergy Investment Management
Florida
$127 -$595 -6 -86%
MCA
850
Maryland Capital Advisors
Maryland
$114 +$99 +1 New