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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
451
Optimal Asset Management
California
$3.25K +$2.37M +85,811 +193%
APWM
452
Atlas Private Wealth Management
New York
$3K
BWM
453
BerganKDV Wealth Management
Minnesota
$3K
PW
454
Price Wealth
Texas
$3K
BWM
455
Baystate Wealth Management
Massachusetts
$3K +$28 +1 +0.9%
TL
456
TrueWealth LLC
Georgia
$3K +$28 +1 +0.9%
GEA
457
Glen Eagle Advisors
New Jersey
$2.94K
CFG
458
Citizens Financial Group
Rhode Island
$2K -$7.38K -267 -74%
GWS
459
Glassman Wealth Services
Virginia
$2K -$774 -28 -24%
ADL
460
Asset Dedication LLC
California
$2K
EWM
461
Endurance Wealth Management
Rhode Island
$2K
SFG
462
Sowa Financial Group
Rhode Island
$2K
WAS
463
Winch Advisory Services
Wisconsin
$2K +$28 +1 +1%
CA
464
Clearstead Advisors
Ohio
$2K +$1.88K +68 New
MWM
465
MBE Wealth Management
Wisconsin
$2K +$2.6K +94 New
GFPC
466
Global Financial Private Client
Florida
$1.45K
RWM
467
Raffa Wealth Management
District of Columbia
$1.25K +$415 +15 +43%
CI
468
CX Institutional
Indiana
$1K -$1.85K -67 -59%
AF
469
Allworth Financial
California
$1K
FCA
470
FinTrust Capital Advisors
South Carolina
$1K
PA
471
Procyon Advisors
Connecticut
$1K
GSWM
472
Golden State Wealth Management
California
$1K +$636 +23 New
Fidelity International
473
Fidelity International
Bermuda
-$29M -1,042,988 Closed
LC
474
LNZ Capital
New York
-$27.5M -989,323 Closed
BC
475
Blackstart Capital
New York
-$15M -540,451 Closed