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Name Holding Trade Value Shares
Change
Change in
Stake
WBWA
5151
William B. Walkup & Associates
South Carolina
$13.2K – – –
IWM
5152
Inlight Wealth Management
Georgia
$11.9K -$14K -21 -54%
GFL
5153
Granite FO LLC
New Hampshire
$11.9K – – –
BGA
5154
Battery Global Advisors
Massachusetts
$11.4K -$57.4K -86 -68%
BA
5155
Blueline Advisors
New Hampshire
$9.9K +$10K +15 New
CNBT
5156
Cornerstone National Bank & Trust
Illinois
$9.9K +$10K +15 New
CCMW
5157
Cypress Capital Management (Wyoming)
Wyoming
$9.24K +$9.35K +14 New
NA
5158
Networth Advisors
Pennsylvania
$8.58K +$8.68K +13 New
BCH
5159
Berkshire Capital Holdings
California
$6.6K -$4.77M -7,140 -100%
II
5160
Inspire Investing
Idaho
$6.6K +$6.68K +10 New
CFS
5161
Compass Financial Services
Iowa
$5.98K – – –
T
5162
Transce3nd
Texas
$5.38K -$5.34K -8 -50%
ICCON
5163
Investment Counsel Company of Nevada
Nevada
$4.62K – – –
BCA
5164
Bitterroot Capital Advisors
Montana
$4.62K +$4.67K +7 New
HAP
5165
Harbor Asset Planning
Massachusetts
$3.3K +$3.34K +5 New
BGC
5166
Beutel, Goodman & Co
Ontario, Canada
$3K +$3.34K +5 New
RJA
5167
Ross\Johnson & Associates
Minnesota
$1.98K +$668 +1 +50%
PEAK6
5168
PEAK6
Illinois
$1.49K -$81.5M -122,070 -100%
LFA
5169
LGT Financial Advisors
Texas
$1.32K -$57.4K -86 -98%
HCM
5170
Horrell Capital Management
Arkansas
$1.32K – – –
UFF
5171
USA Financial Formulas
Michigan
$1.32K +$1.34K +2 New
CCC
5172
Chelsea Counsel Company
California
$661 – – –
APW
5173
Acima Private Wealth
Virginia
$660 -$91.5K -137 -99%
NRWA
5174
North Ridge Wealth Advisors
Oregon
$589 – – –
LPC
5175
Lone Pine Capital
Connecticut
– -$971M -1,322,260 Closed