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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
851
Raffa Wealth Management
District of Columbia
$5.22K
TFO
852
Tarbox Family Office
California
$5K -$1.02K -4 -18%
BWA
853
BDO Wealth Advisors
Florida
$5K
IRC
854
Investors Research Corp
Georgia
$5K
1IA
855
1834 Investment Advisors
Wisconsin
$5K +$4.32K +17 New
PMFA
856
Plante Moran Financial Advisors
Michigan
$5K +$4.32K +17 New
PWMG
857
Prestige Wealth Management Group
New Jersey
$4K -$1.27K -5 -24%
TJHA
858
Thomas J. Herzfeld Advisors
Florida
$4K +$3.81K +15 New
LFG
859
Larson Financial Group
Missouri
$3K
M
860
MOTCO
Texas
$3K
CWC
861
Carolinas Wealth Consulting
North Carolina
$3K +$2.54K +10 New
APC
862
Aspire Private Capital
North Carolina
$2K
IWP
863
IAG Wealth Partners
Wisconsin
$2K
UFF
864
USA Financial Formulas
Michigan
$1K -$1.82M -7,163 -100%
CCA
865
Column Capital Advisors
Indiana
$1K -$10.2K -40 -87%
BAM
866
Bellevue Asset Management
Washington
$1K -$254 -1 -20%
AWM
867
Avior Wealth Management
Nebraska
$1K
GI
868
Gradient Investments
Minnesota
$1K
PA
869
Procyon Advisors
Connecticut
$1K
SL
870
Savior LLC
Massachusetts
$1K
BWA
871
Burt Wealth Advisors
Maryland
$1K +$1.27K +5 New
Holocene Advisors
872
Holocene Advisors
New York
-$30.8M -145,617 Closed
Jennison Associates
873
Jennison Associates
New York
-$11.9M -56,482 Closed
CIBC Private Wealth Group
874
CIBC Private Wealth Group
Georgia
-$11.3M -53,484 Closed
PIA
875
Piedmont Investment Advisors
North Carolina
-$7.16M -33,833 Closed