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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
851
Versant Capital Management
Arizona
$6K +$2.29K +9 +56%
RWM
852
Raffa Wealth Management
District of Columbia
$5.22K – – –
TFO
853
Tarbox Family Office
California
$5K -$1.02K -4 -18%
BWA
854
BDO Wealth Advisors
Florida
$5K – – –
IRC
855
Investors Research Corp
Georgia
$5K – – –
1IA
856
1834 Investment Advisors
Wisconsin
$5K +$4.32K +17 New
PMFA
857
Plante Moran Financial Advisors
Michigan
$5K +$4.32K +17 New
PWMG
858
Prestige Wealth Management Group
New Jersey
$4K -$1.27K -5 -24%
TJHA
859
Thomas J. Herzfeld Advisors
Florida
$4K +$3.81K +15 New
LFG
860
Larson Financial Group
Missouri
$3K – – –
M
861
MOTCO
Texas
$3K – – –
CWC
862
Carolinas Wealth Consulting
North Carolina
$3K +$2.54K +10 New
APC
863
Aspire Private Capital
North Carolina
$2K – – –
IWP
864
IAG Wealth Partners
Wisconsin
$2K – – –
UFF
865
USA Financial Formulas
Michigan
$1K -$1.82M -7,163 -100%
CCA
866
Column Capital Advisors
Indiana
$1K -$10.2K -40 -87%
BAM
867
Bellevue Asset Management
Washington
$1K -$254 -1 -20%
AWM
868
Avior Wealth Management
Nebraska
$1K – – –
GI
869
Gradient Investments
Minnesota
$1K – – –
PA
870
Procyon Advisors
Connecticut
$1K – – –
SL
871
Savior LLC
Massachusetts
$1K – – –
BWA
872
Burt Wealth Advisors
Maryland
$1K +$1.27K +5 New
Holocene Advisors
873
Holocene Advisors
New York
– -$30.8M -145,617 Closed
Jennison Associates
874
Jennison Associates
New York
– -$11.9M -56,482 Closed
CIBC Private Wealth Group
875
CIBC Private Wealth Group
Georgia
– -$11.3M -53,484 Closed