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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
876
IronBridge Private Wealth
Texas
$16K +$15.7K +56 New
Ossiam
877
Ossiam
France
$15K -$327K -1,171 -96%
APWM
878
Atlas Private Wealth Management
New York
$15K – – –
AIL
879
AGF Investments LLC
Ontario, Canada
$15K +$280 +1 +2%
AP
880
Arlington Partners
Alabama
$15K +$14.3K +51 New
CIA
881
CSat Investment Advisory
Michigan
$14K -$155K -553 -92%
ADL
882
Asset Dedication LLC
California
$14K – – –
EWA
883
Evolution Wealth Advisors
Florida
$14K – – –
LAS
884
Lloyd Advisory Services
Georgia
$13K – – –
OC
885
Oakworth Capital
Alabama
$13K – – –
SWA
886
Sutton Wealth Advisors
Florida
$12.8K +$1.4K +5 +13%
Pathstone Family Office
887
Pathstone Family Office
New Jersey
$12K +$11.2K +40 New
FGAM
888
Financial Gravity Asset Management
Texas
$11K +$10.3K +37 New
AWG
889
Altus Wealth Group
Colorado
$10K +$9.23K +33 New
KFS
890
Kelly Financial Services
Massachusetts
$9.87K +$9.51K +34 New
BDS
891
Banco de Sabadell
Florida
$9K – – –
FMP
892
Financial Management Professionals
Texas
$9K – – –
HI
893
Hudock Inc
Pennsylvania
$9K – – –
Global Retirement Partners
894
Global Retirement Partners
California
$8K -$2.8K -10 -26%
Wolverine Asset Management
895
Wolverine Asset Management
Illinois
$8K +$7.83K +28 New
LB
896
Legacy Bridge
Iowa
$7K – – –
VCM
897
Versant Capital Management
Arizona
$7K – – –
RWM
898
Raffa Wealth Management
District of Columbia
$6.97K – – –
SGAM
899
Smith Group Asset Management
Texas
$6K -$1.4K -5 -19%
PMFA
900
Plante Moran Financial Advisors
Michigan
$5K -$14K -50 -75%