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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
401
Strive Financial Group
Indiana
$1.5K – – –
SAM
402
Smartleaf Asset Management
Massachusetts
$1.46K – – –
TWD
403
True Wealth Design
Ohio
$1.38K -$2.3K -78 -59%
TCM
404
Triumph Capital Management
Colorado
$1.35K -$16.2K -550 -91%
SG
405
Sankala Group
Colorado
$1.32K – – –
DWM
406
Dogwood Wealth Management
Kansas
$1.29K – – –
Vanguard National Trust
407
Vanguard National Trust
Pennsylvania
$1.27K – – –
JWA
408
JFS Wealth Advisors
Pennsylvania
$1.1K – – –
JWM
409
JPL Wealth Management
Colorado
$1.04K – – –
CA
410
Centerpoint Advisors
Massachusetts
$1K – – –
FIM
411
FWL Investment Management
Texas
$917 +$1.06K +36 New
BCV
412
Banque Cantonale Vaudoise
Switzerland
$910 -$25.1K -853 -2%
SC
413
Swan Capital
Florida
$892 – – –
GJIA
414
Glass Jacobson Investment Advisors
Maryland
$637 – – –
MIM
415
Marshall Investment Management
Colorado
$612 +$707 +24 New
AA
416
Ancora Advisors
Ohio
$605 +$29 +1 +4%
SNBOSCI
417
Security National Bank of Sioux City Iowa
Iowa
$510 +$589 +20 New
DWM
418
Darwin Wealth Management
Florida
$473 – – –
DB
419
Danske Bank
Denmark
$408 – – –
WBWA
420
William B. Walkup & Associates
South Carolina
$255 – – –
CFM
421
Compass Financial Management
Florida
$231 +$206 +7 New
EC
422
Elequin Capital
New York
$229 -$4.66K -158 -95%
CIM
423
Contravisory Investment Management
Massachusetts
$204 +$236 +8 New
APW
424
Aventura Private Wealth
Florida
$153 – – –
SIM
425
Synergy Investment Management
Florida
$129 +$118 +4 New