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Name Holding Trade Value Shares
Change
Change in
Stake
GEA
501
Glen Eagle Advisors
New Jersey
$3.47K -$5.66K -187 -61%
CSB
502
City State Bank
Iowa
$3K
EWM
503
Endurance Wealth Management
Rhode Island
$3K
NIC
504
Northwest Investment Counselors
Oregon
$3K
PA
505
PSI Advisors
Florida
$3K
BIA
506
Bell Investment Advisors
California
$3K +$2.97K +98 New
SWA
507
SOA Wealth Advisors
New York
$2K -$9.93K -328 -82%
FMP
508
Financial Management Professionals
Texas
$2K -$454 -15 -19%
CFD
509
Creative Financial Designs
Indiana
$2K
RG
510
Retirement Group
California
$2K
WAS
511
Winch Advisory Services
Wisconsin
$2K
AF
512
Allworth Financial
California
$2K +$151 +5 +7%
DI
513
Disciplined Investments
Oklahoma
$2K +$151 +5 +10%
GKIM
514
GW&K Investment Management
Massachusetts
$2K +$787 +26 +60%
SC
515
Schubert & Co
Texas
$2K +$1.09K +36 +80%
BPC
516
Banque Pictet & Cie
Switzerland
$1.89K -$599K -19,792 -24%
ED
517
Exane Derivatives
France
$1.24K
RWM
518
Raffa Wealth Management
District of Columbia
$1.03K
DFCM
519
Dark Forest Capital Management
Puerto Rico
$1K -$19.6K -647 -97%
AFG
520
Albion Financial Group
Utah
$1K
CAL
521
Capital Advisors Ltd
Ohio
$1K
CIBC Private Wealth Group
522
CIBC Private Wealth Group
Georgia
$1K
KFP
523
KB Financial Partners
New Jersey
$1K
TFM
524
TFC Financial Management
Massachusetts
$1K
TF
525
TimeScale Financial
Massachusetts
$1K