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Name Holding Trade Value Shares
Change
Change in
Stake
S
1376
Sachetta
Massachusetts
$3.49K +$3.12K +60 New
MWM
1377
Mascoma Wealth Management
New Hampshire
$2.91K – – –
MHR
1378
Matthew Hamilton Rosenberg
$2.91K – – –
MFT
1379
Moisand Fitzgerald Tamayo
Florida
$2.91K – – –
TAS
1380
TIFF Advisory Services
Pennsylvania
$2.91K +$2.6K +50 New
CAL
1381
Capital Advisors Ltd
Ohio
$2K – – –
AA
1382
Ancora Advisors
Ohio
$1.86K – – –
GFPC
1383
Global Financial Private Client
Florida
$1.74K – – –
HWP
1384
Highline Wealth Partners
California
$1.74K – – –
TWD
1385
True Wealth Design
Ohio
$1.74K – – –
TFM
1386
TFC Financial Management
Massachusetts
$1.74K +$520 +10 +50%
PCTC
1387
Perkins Coie Trust Company
Washington
$1.74K -$6.25K -120 -80%
AWM
1388
Avior Wealth Management
Nebraska
$1.74K – – –
PI
1389
PEAK6 Investments
Illinois
$1.61K -$3.84M -73,870 -100%
DAM
1390
Delta Asset Management
Tennessee
$1.16K +$1.04K +20 New
TFA
1391
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
1392
TS Financial Group (TSFG)
Illinois
$1K – – –
FSWA
1393
Financial Synergies Wealth Advisors
Texas
$755 – – –
SWA
1394
SOA Wealth Advisors
New York
$597 – – –
DWA
1395
Delos Wealth Advisors
Texas
$582 -$28.1K -540 -98%
SSB
1396
Sandy Spring Bank
Maryland
$582 – – –
EWM
1397
Evermay Wealth Management
Virginia
$582 +$520 +10 New
WA
1398
WestEnd Advisors
North Carolina
$581 – – –
DWM
1399
Dogwood Wealth Management
Kansas
$14 – – –
CWM
1400
C2C Wealth Management
Arizona
– -$413M -9,054,710 Closed