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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1151
Heritage Wealth Advisors
Virginia
$2.43K -$9.1K -164 -79%
PO
1152
Private Ocean
California
$2.37K – – –
GJIA
1153
Glass Jacobson Investment Advisors
Maryland
$2.26K +$2.22K +40 New
OLVIG
1154
Oliver Lagore Vanvalin Investment Group
Michigan
$2.26K -$1.72K -31 -44%
UFF
1155
USA Financial Formulas
Michigan
$2.26K – – –
PSB
1156
Piscataqua Savings Bank
New Hampshire
$2.15K – – –
EA
1157
Evolution Advisers
Virginia
$2K – – –
RDIA
1158
RE Dickinson Investment Advisors
Iowa
$2K – – –
MFG
1159
Mendota Financial Group
Wisconsin
$1.87K – – –
NC
1160
NewSquare Capital
Pennsylvania
$1.86K – – –
ARS
1161
Adirondack Retirement Specialists
New York
$1.58K -$30.2K -545 -95%
LWA
1162
Lowe Wealth Advisors
Maryland
$1.47K – – –
RG
1163
Retirement Group
California
$1.36K – – –
CYG
1164
Clean Yield Group
Vermont
$1.24K -$3.61K -65 -75%
RI
1165
Ridgewood Investments
New Jersey
$1.22K – – –
MWA
1166
Miller Wealth Advisors
Colorado
$1.13K -$175K -3,155 -99%
IHWM
1167
Iron Horse Wealth Management
Iowa
$1.13K – – –
TSWM
1168
Tyler-Stone Wealth Management
Ohio
$1K +$1.28K +23 New
WWM
1169
Wolff Wiese Magana
California
$848 +$832 +15 New
PPWM
1170
PFG Private Wealth Management
Florida
$622 – – –
CA
1171
Crewe Advisors
Utah
$396 -$7.16K -129 -95%
TWP
1172
TFO Wealth Partners
Ohio
$339 – – –
Kayne Anderson Rudnick Investment Management
1173
Kayne Anderson Rudnick Investment Management
California
$283 – – –
JMPWA
1174
JP Morgan Private Wealth Advisors
California
– -$51.4M -887,556 Closed
SFI
1175
Susquehanna Fundamental Investments
Pennsylvania
– -$26.1M -449,669 Closed