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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$3.19K – – –
SC
702
Sierra Capital
Florida
$3K -$75 -1 -3%
FMB
703
Field & Main Bank
Kentucky
$3K – – –
SIM
704
Sonora Investment Management
Arizona
$3K – – –
WB
705
Webster Bank
Connecticut
$3K – – –
EWA
706
Evolution Wealth Advisors
Florida
$3K +$3.01K +40 New
FHC
707
First Horizon Corporation
Tennessee
$3K +$3.76K +50 New
CFD
708
Creative Financial Designs
Indiana
$2K – – –
MFT
709
Moisand Fitzgerald Tamayo
Florida
$2K – – –
PSIWM
710
Paradigm Strategies in Wealth Management
Minnesota
$2K – – –
TWA
711
TCI Wealth Advisors
Arizona
$2K – – –
WQ
712
Wealth Quarterback
New Jersey
$2K +$1.73K +23 New
JFGIW
713
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$1.96K +26 New
GA
714
GoalVest Advisory
New York
$2K +$2.26K +30 New
RWM
715
Raffa Wealth Management
District of Columbia
$1.52K +$301 +4 +27%
BCWM
716
Bartlett & Co Wealth Management
Ohio
$1.12K – – –
AF
717
Allworth Financial
California
$1K – – –
BC
718
Bartlett & Co
Ohio
$1K – – –
BCH
719
Berkshire Capital Holdings
California
$1K – – –
CWA
720
Clearview Wealth Advisors
Oregon
$1K – – –
FMP
721
Financial Management Professionals
Texas
$1K – – –
MIM
722
Macroview Investment Management
Maryland
$1K – – –
DWA
723
Delos Wealth Advisors
Texas
$1K +$753 +10 New
WIM
724
Westside Investment Management
California
$7 – – –
GQG Partners
725
GQG Partners
Florida
– -$1.65B -19,549,530 Closed