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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1051
Transamerica Financial Advisors
Florida
$3K -$369 -1 -13%
DI
1052
Disciplined Investments
Oklahoma
$2.65K
YAL
1053
Your Advocates Ltd
Texas
$2.65K
PCM
1054
Penserra Capital Management
California
$2K -$801K -2,170 -100%
AW
1055
Avion Wealth
Texas
$2K +$2.58K +7 +700%
HWM
1056
HighMark Wealth Management
Minnesota
$1.89K -$11.1K -30 -86%
LWA
1057
Lowe Wealth Advisors
Maryland
$1.89K
IRC
1058
Investors Research Corp
Georgia
$1.51K
TF
1059
TimeScale Financial
Massachusetts
$1.51K
WTC
1060
WhitTier Trust Company
Nevada
$1.51K
AWM
1061
Atticus Wealth Management
Florida
$1.51K +$1.48K +4 New
CPG
1062
Cornerstone Planning Group
New Jersey
$1.51K +$1.48K +4 New
RFG
1063
RFP Financial Group
Georgia
$1.22K
CWA
1064
Clearview Wealth Advisors
Oregon
$1.14K
DF
1065
DecisionPoint Financial
Arizona
$1.14K
MCM
1066
Manchester Capital Management
Vermont
$1.14K +$1.11K +3 New
EA
1067
Evolution Advisers
Virginia
$1K
FMP
1068
Financial Management Professionals
Texas
$1K
CAL
1069
Capital Analysts LLC
Pennsylvania
$1K +$369 +1 +33%
AFG
1070
Albion Financial Group
Utah
$757
CP
1071
Castleview Partners
Texas
$757
GEA
1072
Glen Eagle Advisors
New Jersey
$757
PA
1073
PSI Advisors
Florida
$757
TWD
1074
True Wealth Design
Ohio
$757
PAM
1075
Pinpoint Asset Management
Hong Kong
$492 -$1.55M -4,200 -76%