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Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
1601
Wood Tarver Financial Group
Idaho
$2.2K – – –
MAS
1602
MPWM Advisory Solutions
Georgia
$2.2K – – –
HBW
1603
Hazlett, Burt & Watson
West Virginia
$2K – – –
VNA
1604
Valley National Advisers
Pennsylvania
$2K +$2.04K +9 New
RS
1605
Rakuten Securities
Japan
$1.95K -$4.99K -22 -73%
BHWM
1606
Bay Harbor Wealth Management
Maryland
$1.95K +$1.81K +8 New
DI
1607
DAGCO Inc
Ohio
$1.95K +$1.81K +8 New
OIA
1608
Optimum Investment Advisors
Illinois
$1.95K +$1.81K +8 New
TC
1609
Trust Company
Kansas
$1.95K +$1.81K +8 New
TCM
1610
Tradewinds Capital Management
Washington
$1.71K -$34K -150 -96%
CIA
1611
Cape Investment Advisory
Georgia
$1.71K -$227 -1 -13%
CIAS
1612
CBIZ Investment Advisory Services
Ohio
$1.71K +$1.59K +7 New
PS
1613
PayPay Securities
Japan
$1.57K -$1.36K -6 -50%
GA
1614
GoalVest Advisory
New York
$1.46K -$2.27K -10 -63%
PWM
1615
Parkworth Wealth Management
California
$1.46K – – –
1IA
1616
1620 Investment Advisors
Massachusetts
$1.37K – – –
RPA
1617
Redwood Park Advisors
California
$1.22K – – –
BFS
1618
Bare Financial Services
Pennsylvania
$1.22K +$1.13K +5 New
OCM
1619
Osterweis Capital Management
California
$1.22K +$1.13K +5 New
T
1620
TOBAM
France
$1K -$156K -689 -99%
TFA
1621
Transamerica Financial Advisors
Florida
$1K – – –
WBC
1622
West Branch Capital
Massachusetts
$977 – – –
ACA
1623
American Capital Advisory
Idaho
$977 +$908 +4 New
GP
1624
Greenline Partners
New York
$976 +$908 +4 New
NEWAS
1625
N.E.W. Advisory Services
Wisconsin
$976 +$908 +4 New