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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
351
American Capital Advisory
Idaho
$1.67K +$1K +40 New
AP
352
Aspect Partners
Virginia
$1.67K +$1K +40 New
API
353
Asset Planning Inc
California
$1.67K +$1K +40 New
PWMA
354
Pension & Wealth Management Advisors
Massachusetts
$1.59K – – –
PWMG
355
Private Wealth Management Group
New Jersey
$1.5K +$903 +36 New
QCG
356
Quadrant Capital Group
Ohio
$1.25K – – –
GM
357
GeoWealth Management
Illinois
$1.25K +$652 +26 +650%
TCM
358
Tradewinds Capital Management
Washington
$1.04K +$627 +25 New
CAS
359
Coppell Advisory Solutions
Texas
$1.02K +$577 +23 New
C
360
Covestor
United Kingdom
$1K +$25 +1 +6%
HCP
361
Hexagon Capital Partners
Arkansas
$919 – – –
PWA
362
Physician Wealth Advisors
Utah
$460 +$276 +11 New
BIG
363
Brooklyn Investment Group
New York
$418 +$251 +10 New
SIC
364
SJS Investment Consulting
Ohio
$376 +$226 +9 New
GCS
365
Gordian Capital (Singapore)
Singapore
$266 – – –
PCWA
366
Pacific Capital Wealth Advisors
California
$251 – – –
NG
367
Novem Group
New York
$209 +$125 +5 New
NS
368
NBC Securities
Alabama
$175 -$78.8K -3,143 -100%
SWA
369
SOA Wealth Advisors
New York
$167 -$527 -21 -84%
CAWM
370
Capital A Wealth Management
Pennsylvania
$125 +$75 +3 New
LIS
371
Legacy Investment Solutions
Idaho
$82 +$50 +2 New
LWMI
372
Legacy Wealth Management (Idaho)
Idaho
$82 +$50 +2 New
HNB
373
Huntington National Bank
Ohio
$42 -$3.91K -156 -99%
PAM
374
Pinpoint Asset Management
Hong Kong
$42 +$25 +1 New
AWM
375
Activest Wealth Management
Florida
$32 +$25 +1 New