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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1101
Capital Advisors Ltd
Ohio
$3K – – –
DWMG
1102
DB Wealth Management Group
California
$3K – – –
GWMIA
1103
Global Wealth Management Investment Advisory
Florida
$3K – – –
SFO
1104
Standard Family Office
South Dakota
$3K – – –
WWMSC
1105
Wagner Wealth Management (South Carolina)
South Carolina
$3K – – –
WAS
1106
Winch Advisory Services
Wisconsin
$3K – – –
SSC
1107
Syverson Strege & Co
Iowa
$3K +$2.73K +43 New
LPWM
1108
Lake Point Wealth Management
Texas
$3K +$3.61K +57 New
BFG
1109
Baron Financial Group
New Jersey
$2.33K – – –
PP
1110
PrairieView Partners
Minnesota
$2K – – –
EBSAM
1111
Eubel Brady & Suttman Asset Management
Ohio
$2K +$1.58K +25 New
SIS
1112
Sound Income Strategies
Florida
$1K -$41.8K -660 -96%
CA
1113
Crewe Advisors
Utah
$1K -$4.56K -72 -82%
DOA
1114
D'Orazio & Associates
Virginia
$1K – – –
FI
1115
FormulaFolio Investments
Michigan
$1K – – –
FFA
1116
Freedman Financial Associates
Massachusetts
$1K – – –
IHWM
1117
Iron Horse Wealth Management
Iowa
$1K – – –
SFA
1118
Semmax Financial Advisors
North Carolina
$1K – – –
IWMWV
1119
Ironwood Wealth Management (West Virginia)
West Virginia
$1K +$634 +10 New
AWMS
1120
Advocacy Wealth Management Services
Georgia
$1K +$697 +11 New
AIA
1121
Arcadia Investment Advisors
Idaho
$718 +$761 +12 New
GFPC
1122
Global Financial Private Client
Florida
$484 – – –
WA
1123
WestEnd Advisors
North Carolina
$478 – – –
WIM
1124
Westside Investment Management
California
$4 – – –
Viking Global Investors
1125
Viking Global Investors
Connecticut
– -$242M -3,986,657 Closed