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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1001
SJS Investment Consulting
Ohio
$3.83K
DI
1002
Disciplined Investments
Oklahoma
$3.48K -$634 -2 -17%
PWMG
1003
Prestige Wealth Management Group
New Jersey
$3.13K -$2.54K -8 -47%
WP
1004
WealthPLAN Partners
Nebraska
$3.13K -$17.1K -54 -86%
TWM
1005
Tradition Wealth Management
Minnesota
$3K -$6.34K -20 -71%
APC
1006
Aspire Private Capital
North Carolina
$2.78K
CTA
1007
Colonial Trust Advisors
South Carolina
$2.78K
IBOK
1008
Independence Bank of Kentucky
Kentucky
$2.78K +$2.54K +8 New
TCA
1009
Trifecta Capital Advisors
Illinois
$2.09K
WT
1010
Washington Trust
Rhode Island
$2.09K -$317 -1 -14%
CCA
1011
Column Capital Advisors
Indiana
$2.09K
HWP
1012
Highline Wealth Partners
California
$2.09K
CA
1013
Centerpoint Advisors
Massachusetts
$2K
WWM
1014
Wolff Wiese Magana
California
$1.74K
BAM
1015
Bellevue Asset Management
Washington
$1.74K
GJIA
1016
Glass Jacobson Investment Advisors
Maryland
$1.39K +$1.27K +4 New
GFPC
1017
Global Financial Private Client
Florida
$1.39K
FSWA
1018
Financial Synergies Wealth Advisors
Texas
$1.04K -$951 -3 -50%
SF
1019
Safeguard Financial
Wisconsin
$1K +$1.27K +4 New
CTWM
1020
Cherry Tree Wealth Management
Minnesota
$696 +$634 +2 New
CCMI
1021
Creative Capital Management Investments
California
$348
DWA
1022
Delos Wealth Advisors
Texas
$348
MG
1023
Meritage Group
California
-$159M -520,886 Closed
MAMU
1024
Marathon Asset Management (UK)
United Kingdom
-$17.7M -57,833 Closed
PCM
1025
Prana Capital Management
Connecticut
-$8.44M -27,575 Closed