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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
826
Kelly Financial Services
Massachusetts
$5.33K – – –
AssetMark Inc
827
AssetMark Inc
California
$5K +$4.62K +20 New
RWM
828
Raffa Wealth Management
District of Columbia
$4.12K – – –
BWA
829
BDO Wealth Advisors
Florida
$4K – – –
NFSG
830
Newbridge Financial Services Group
Florida
$4K – – –
LWP
831
Lumature Wealth Partners
Georgia
$4K +$3.69K +16 New
JPLA
832
Joseph P. Lucia & Associates
New York
$3K – – –
LAS
833
Lloyd Advisory Services
Georgia
$3K – – –
SFSIG
834
San Francisco Sentry Investment Group
California
$3K – – –
SFO
835
Standard Family Office
South Dakota
$3K – – –
TFM
836
TFC Financial Management
Massachusetts
$3K – – –
LF
837
Lee Financial
Texas
$3K +$3K +13 New
HNB
838
Huntington National Bank
Ohio
$2K -$9.47K -41 -82%
CCC
839
Crescent Capital Consulting
Louisiana
$2K – – –
LWM
840
Liberty Wealth Management
California
$2K – – –
WWM
841
Wolff Wiese Magana
California
$2K +$1.85K +8 New
BC
842
Bartlett & Co
Ohio
$1K – – –
BWM
843
BerganKDV Wealth Management
Minnesota
$1K – – –
RCC
844
Red Cedar Capital
Nebraska
$1K – – –
TSW
845
Thompson Siegel & Walmsley
Virginia
$1K – – –
AF
846
Advisornet Financial
Minnesota
$1K +$1.15K +5 New
BHWM
847
Bay Harbor Wealth Management
Maryland
$1K +$1.39K +6 New
GFPC
848
Global Financial Private Client
Florida
$989 – – –
BCWM
849
Bartlett & Co Wealth Management
Ohio
$727 – – –
ED
850
Exane Derivatives
France
$499 – – –