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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
2051
Compagnie Lombard Odier SCmA
Switzerland
$72K +$30.4K +108 +82%
APW
2052
Acima Private Wealth
Virginia
$72K +$56.4K +200 +488%
CCA
2053
Column Capital Advisors
Indiana
$70K +$66.5K +236 New
NIM
2054
NuWave Investment Management
New Jersey
$65K -$314K -1,114 -84%
RWM
2055
Raffa Wealth Management
District of Columbia
$64.2K – – –
JWM
2056
Janiczek Wealth Management
Colorado
$64K – – –
TF
2057
TimeScale Financial
Massachusetts
$62K -$14.1K -50 -19%
JFA
2058
JNBA Financial Advisors
Minnesota
$62K – – –
BCI
2059
Brinker Capital Investments
Pennsylvania
$61K – – –
CDIA
2060
Capital Directions Investment Advisors
Georgia
$60K – – –
CFG
2061
Capstone Financial Group
Oklahoma
$60K +$56.4K +200 New
PCM
2062
Price Capital Management
Louisiana
$60K +$56.4K +200 New
LB
2063
Legacy Bridge
Iowa
$59K – – –
SIAP
2064
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K – – –
HWM
2065
HighMark Wealth Management
Minnesota
$59K +$56.4K +200 New
HDIM
2066
Hanson & Doremus Investment Management
Vermont
$56K – – –
VEA
2067
Virtus ETF Advisers
New York
$55K +$33.8K +120 +185%
ACM
2068
Allred Capital Management
Texas
$54.6K +$51.6K +183 New
ACA
2069
Atlas Capital Advisors
Wyoming
$54K -$57.8K -205 -53%
CP
2070
Corbenic Partners
Pennsylvania
$53K +$50.2K +178 New
BHWM
2071
Bay Harbor Wealth Management
Maryland
$52K -$5.36K -19 -10%
WCM
2072
Wealthcare Capital Management
Virginia
$50K +$18.9K +67 +66%
FCB
2073
First Command Bank
Texas
$48K +$22.3K +79 +96%
FCFS
2074
First Command Financial Services
Texas
$48K +$22.3K +79 +96%
LAS
2075
Lloyd Advisory Services
Georgia
$48K +$45.1K +160 New