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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
301
TD Private Client Wealth
New York
$3.14K +$3.12K +10 New
RIL
302
Rothschild Investment LLC
Illinois
$2.51K -$935 -3 -27%
AA
303
Ancora Advisors
Ohio
$2.51K
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$2.2K
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$1.89K -$312 -1 -14%
FFO
306
Fortitude Family Office
Arizona
$1.89K
BWL
307
Bogart Wealth LLC
Virginia
$1.57K
GPFA
308
Game Plan Financial Advisors
Ohio
$1.57K +$1.56K +5 New
APFP
309
Action Point Financial Planning
Michigan
$1.26K +$1.25K +4 New
WA
310
Westfuller Advisors
New York
$1.25K
C
311
Covestor
United Kingdom
$1K -$15.6K -50 -96%
BIA
312
Bell Investment Advisors
California
$943
CMA
313
Cedar Mountain Advisors
Oregon
$943
CCMI
314
Creative Capital Management Investments
California
$943 +$935 +3 New
GWM
315
Gilpin Wealth Management
Colorado
$629
SIC
316
SJS Investment Consulting
Ohio
$629
RWM
317
Rialto Wealth Management
New York
$629 +$312 +1 +100%
LFG
318
Larson Financial Group
Missouri
$628 -$2.18K -7 -78%
AW
319
Ankerstar Wealth
Texas
$628
PWA
320
Physician Wealth Advisors
Utah
$315
EP
321
Essential Partners
California
$314 -$623 -2 -67%
HFS
322
Hughes Financial Services
Virginia
$314 -$312 -1 -50%
DCM
323
Davis Capital Management
Florida
$314 +$312 +1 New
Baird Financial Group
324
Baird Financial Group
Wisconsin
-$3.12M -10,676 Closed
JFG
325
Jefferies Financial Group
New York
-$1.57M -5,370 Closed