Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
BerganKDV Wealth Management
Minnesota
$4K – – –
Jones Financial Companies
602
Jones Financial Companies
Missouri
$4K – – –
SC
603
Schubert & Co
Texas
$4K +$822 +9 +18%
TWP
604
TFO Wealth Partners
Ohio
$4K +$5.48K +60 New
FMP
605
Financial Management Professionals
Texas
$3K -$4.84K -53 -52%
TAIM
606
TD Ameritrade Investment Management
Nebraska
$3K -$2.01K -22 -37%
AWM
607
Atticus Wealth Management
Florida
$3K – – –
NFSG
608
Newbridge Financial Services Group
Florida
$3K – – –
GEA
609
Glen Eagle Advisors
New Jersey
$2.51K +$2.56K +28 +280%
MCM
610
MV Capital Management
Maryland
$2K -$24.5K -268 -90%
EW
611
Evoke Wealth
California
$2K -$1.83K -20 -38%
ACM
612
AUA Capital Management
Pennsylvania
$2K – – –
CWA
613
Carolina Wealth Advisors
South Carolina
$2K – – –
CFD
614
Creative Financial Designs
Indiana
$2K – – –
EA
615
Evolution Advisers
Virginia
$2K – – –
PWMG
616
Prestige Wealth Management Group
New Jersey
$2K – – –
SA
617
SRH Advisors
Kansas
$2K – – –
VCM
618
Versant Capital Management
Arizona
$2K – – –
BAM
619
Bellevue Asset Management
Washington
$2K +$91 +1 +3%
TWA
620
TCI Wealth Advisors
Arizona
$2K +$640 +7 +30%
BIA
621
Bell Investment Advisors
California
$2K +$1.19K +13 +118%
RWM
622
Raffa Wealth Management
District of Columbia
$1.32K – – –
PMAM
623
Picton Mahoney Asset Management
Ontario, Canada
$1K -$2.34M -25,600 -100%
MFT
624
Moisand Fitzgerald Tamayo
Florida
$1K -$1.19K -13 -46%
DI
625
Disciplined Investments
Oklahoma
$1K -$1K -11 -42%