Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1001
Larson Financial Group
Missouri
$8K – – –
ARMC
1002
American Research & Management Company
Massachusetts
$7K – – –
TWP
1003
TFO Wealth Partners
Ohio
$7K +$7.73K +145 New
TCM
1004
Tradewinds Capital Management
Washington
$6K -$101K -1,893 -94%
VRM
1005
Vectors Research Management
New York
$6K – – –
GKIM
1006
GW&K Investment Management
Massachusetts
$6K +$4.1K +77 +160%
MS
1007
Marshall & Sullivan
Washington
$6K +$7.36K +138 New
AWM
1008
AllSquare Wealth Management
New York
$5K – – –
CFFP
1009
Center for Financial Planning
Michigan
$5K – – –
LPWM
1010
Lake Point Wealth Management
Texas
$5K – – –
NC
1011
NewSquare Capital
Pennsylvania
$5K – – –
WBC
1012
West Branch Capital
Massachusetts
$5K – – –
AS
1013
Altshuler Shaham
Israel
$5K +$2.19K +41 +71%
HCP
1014
Hexagon Capital Partners
Arkansas
$5K +$5.33K +100 +1,429%
MCA
1015
Maryland Capital Advisors
Maryland
$5K +$6.08K +114 New
PP
1016
PFS Partners
New Jersey
$4.89K – – –
GWSG
1017
GPS Wealth Strategies Group
Colorado
$4K -$9.22K -173 -68%
MA
1018
MUFG Americas
New York
$4K -$6.88K -129 -61%
MFT
1019
Moisand Fitzgerald Tamayo
Florida
$4K -$1.39K -26 -22%
CWM
1020
CarsonAllaria Wealth Management
Illinois
$4K – – –
CCA
1021
Column Capital Advisors
Indiana
$4K – – –
MRCM
1022
M&R Capital Management
New Jersey
$4K – – –
TIM
1023
Tortoise Investment Management
New York
$4K – – –
WTA
1024
Washington Trust Advisors
Massachusetts
$4K – – –
YAL
1025
Your Advocates Ltd
Texas
$4K – – –