Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1001
ClariVest Asset Management
California
$2.33K -$1.36K -6 -35%
IRC
1002
Investors Research Corp
Georgia
$2.33K – – –
PWMG
1003
Private Wealth Management Group
New Jersey
$2.12K – – –
HFS
1004
Horizon Financial Services
North Carolina
$2.11K – – –
CPG
1005
Cornerstone Planning Group
New Jersey
$1.87K +$227 +1 +14%
TWD
1006
True Wealth Design
Ohio
$1.69K +$454 +2 +33%
RFS
1007
Richardson Financial Services
Massachusetts
$1.27K – – –
TCA
1008
Trifecta Capital Advisors
Illinois
$1.27K – – –
TCM
1009
TD Capital Management
Tennessee
$1.06K – – –
LIA
1010
Lynx Investment Advisory
District of Columbia
$1.06K +$1.14K +5 New
CAC
1011
Core Alternative Capital
Georgia
$846 – – –
GFPC
1012
Global Financial Private Client
Florida
$846 – – –
SIS
1013
Sound Income Strategies
Florida
$846 +$909 +4 New
KB
1014
Kimelman & Baird
New York
$635 +$682 +3 New
TCM
1015
Tradewinds Capital Management
Washington
$635 +$682 +3 New
NL
1016
NVWM LLC
Pennsylvania
$634 -$227 -1 -25%
CWM
1017
CarsonAllaria Wealth Management
Illinois
$634 – – –
PI
1018
PEAK6 Investments
Illinois
$582 -$447K -1,966 -100%
WA
1019
WestEnd Advisors
North Carolina
$423 -$227 -1 -33%
RAM
1020
Riggs Asset Management
Pennsylvania
$423 +$227 +1 +100%
VWA
1021
Valued Wealth Advisors
Utah
$423 +$454 +2 New
SWA
1022
SOA Wealth Advisors
New York
$211 – – –
FNWA
1023
Financial Network Wealth Advisors
Utah
$211 +$227 +1 New
DWM
1024
Dogwood Wealth Management
Kansas
$4 – – –
CI
1025
Cooper Investors
Australia
– -$36.5M -144,233 Closed