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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
601
Mowery & Schoenfeld Wealth Management
Illinois
$125 +$103 +6 New
USB
602
Union Savings Bank
Connecticut
$124 +$103 +6 New
MSFP
603
Mark Sheptoff Financial Planning
Connecticut
$104 – – –
MFC
604
Mechanics Financial Corp
Ohio
$104 – – –
PBK
605
Peoples Bank (Kansas)
Kansas
$103 – – –
WBC
606
West Branch Capital
Massachusetts
$84 – – –
RWM
607
Raffa Wealth Management
District of Columbia
$62 – – –
YAL
608
Your Advocates Ltd
Texas
$62 – – –
PPC
609
Park Place Capital
Alabama
$42 -$47.4K -2,772 -100%
CPG
610
Cornerstone Planning Group
New Jersey
$42 – – –
EAM
611
Eukles Asset Management
Ohio
$42 – – –
HWA
612
HHM Wealth Advisors
Tennessee
$42 – – –
HWM
613
HighMark Wealth Management
Minnesota
$42 – – –
AIMA
614
Ables Iannone Moore & Associates
Georgia
$42 +$34 +2 New
CJ
615
Caitlin John
Michigan
$42 +$34 +2 New
T
616
Tidemark
California
$42 +$34 +2 New
TCM
617
Tradewinds Capital Management
Washington
$21 – – –
WWM
618
Wolff Wiese Magana
California
$21 – – –
BFS
619
Burkett Financial Services
South Carolina
$21 +$17 +1 New
FGAM
620
Financial Gravity Asset Management
Texas
$6 – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
621
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.46M -97,000 Closed
DFCM
622
Dark Forest Capital Management
Puerto Rico
– -$1.04M -68,589 Closed
BCM
623
Bayesian Capital Management
New York
– -$979K -64,828 Closed
OTL
624
Oak Thistle LLC
New York
– -$909K -60,187 Closed
VI
625
Versor Investments
New York
– -$851K -56,349 Closed