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Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
826
Newbridge Financial Services Group
Florida
$3K +$3.14K +5 New
SC
827
Schubert & Co
Texas
$3K +$3.14K +5 New
LWA
828
Lenox Wealth Advisors
New York
$2K -$14.4K -23 -88%
ACM
829
AUA Capital Management
Pennsylvania
$2K – – –
BA
830
Bellwether Advisors
Nebraska
$2K – – –
HWM
831
HighMark Wealth Management
Minnesota
$2K – – –
TCWA
832
Ten Capital Wealth Advisors
Washington
$2K – – –
TSW
833
Thompson Siegel & Walmsley
Virginia
$2K – – –
CAC
834
Core Alternative Capital
Georgia
$2K +$1.88K +3 New
CWM
835
Curi Wealth Management
North Carolina
$2K +$2.51K +4 New
SC
836
SouthState Corp
Florida
$2K +$2.51K +4 New
S
837
Surevest
California
$2K +$2.51K +4 New
GFPC
838
Global Financial Private Client
Florida
$1.23K – – –
AIC
839
Archer Investment Corporation
Indiana
$1.23K +$1.25K +2 New
GWM
840
Geneos Wealth Management
Colorado
$1K -$50.8K -81 -96%
AWM
841
Avior Wealth Management
Nebraska
$1K – – –
BAM
842
Bellevue Asset Management
Washington
$1K – – –
CCA
843
Column Capital Advisors
Indiana
$1K +$627 +1 New
SCA
844
Stonebridge Capital Advisors
Minnesota
$1K +$627 +1 New
TWP
845
TFO Wealth Partners
Ohio
$1K +$627 +1 New
AA
846
Addison Advisors
Vermont
$1K +$1.25K +2 New
CSWM
847
Cassady Schiller Wealth Management
Ohio
$1K +$1.25K +2 New
TSWM
848
Tyler-Stone Wealth Management
Ohio
$1K +$1.25K +2 New
WA
849
WestEnd Advisors
North Carolina
$612 +$627 +1 New
HSC
850
Harbor Spring Capital
New York
– -$27.7M -45,500 Closed