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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2751
Level Financial Advisors
New York
$6K +$5.64K +89 New
MBFW
2752
Morton Brown Family Wealth
Pennsylvania
$6K +$6.02K +95 New
BPC
2753
Banque Pictet & Cie
Switzerland
$5.7K -$1.59M -25,038 -22%
HWMA
2754
Heritage Wealth Management (Arizona)
Arizona
$5.35K -$1.9K -30 -26%
CP
2755
Castleview Partners
Texas
$5.09K -$345K -5,441 -98%
ECG
2756
Edge Capital Group
Georgia
$5K -$18.5M -292,066 -100%
T2I
2757
Turim 21 Investimentos
Brazil
$5K – – –
CAM
2758
ClariVest Asset Management
California
$5K +$1.46K +23 +39%
BRWM
2759
B. Riley Wealth Management
Tennessee
$4.37K +$1.59M +25,151 +57%
MIM
2760
Macroview Investment Management
Maryland
$4K +$63 +1 +2%
IWP
2761
IAG Wealth Partners
Wisconsin
$3K -$5.45K -86 -61%
CWAF
2762
Core Wealth Advisors (Florida)
Florida
$3K – – –
LSA
2763
Lansing Street Advisors
Pennsylvania
$3K – – –
LC
2764
Legacy CG
Texas
$3K +$3.3K +52 New
LWP
2765
Laurel Wealth Planning
Minnesota
$3K +$3.36K +53 New
FSWA
2766
Financial Synergies Wealth Advisors
Texas
$2.52K +$2.54K +40 New
ETI
2767
Enterprise Trust & Investment
California
$2K +$2.47K +39 New
AR
2768
Apeiron RIA
Texas
$1.92K +$194K +3,058 New
IAIM
2769
International Assets Investment Management
Florida
$1.22K -$30.6K -482 -2%
ONST
2770
Old North State Trust
North Carolina
$1.2K – – –
ODG
2771
O'Dell Group
Ohio
$1K – – –
FGAM
2772
Financial Gravity Asset Management
Texas
$867 +$597K +9,424 +223%
BIM
2773
Baldwin Investment Management
Pennsylvania
$839 -$105K -1,664 -11%
WC
2774
Wexford Capital
Florida
$224 +$226K +3,559 New
RDIA
2775
RE Dickinson Investment Advisors
Iowa
$24 +$3.23K +51 +16%
109 110
111
112 113