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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
551
Winch Advisory Services
Wisconsin
$2K +$26 +1 +1%
RG
552
Retirement Group
California
$2K +$1.58K +60 New
MFT
553
Moisand Fitzgerald Tamayo
Florida
$1.89K +$1.02K +39 +130%
MCM
554
Manchester Capital Management
Vermont
$1.75K +$1.68K +64 New
FHA
555
First Horizon Advisors
Tennessee
$1.7K -$10.9K -413 -87%
FFA
556
Farther Finance Advisors
California
$1.4K +$1.34K +51 New
DI
557
Disciplined Investments
Oklahoma
$1.23K -$263 -10 -18%
SWA
558
SOA Wealth Advisors
New York
$1.22K – – –
SIC
559
SJS Investment Consulting
Ohio
$1.15K +$526 +20 +91%
KFP
560
KB Financial Partners
New Jersey
$1K – – –
SFG
561
Steward Financial Group
Texas
$1K +$999 +38 New
GBT
562
Grove Bank & Trust
Florida
$1K +$1.05K +40 New
RWM
563
Raffa Wealth Management
District of Columbia
$960 – – –
CFO
564
CVA Family Office
Colorado
$960 +$920 +35 New
NMG
565
New Millennium Group
Utah
$932 +$893 +34 New
EBA
566
Eagle Bay Advisors
New York
$843 – – –
TF
567
TimeScale Financial
Massachusetts
$722 +$26 +1 +4%
RWM
568
Ruedi Wealth Management
Illinois
$576 +$552 +21 New
TFM
569
TFC Financial Management
Massachusetts
$526 – – –
LF
570
Lee Financial
Texas
$356 – – –
TWD
571
True Wealth Design
Ohio
$274 +$263 +10 New
WA
572
WestEnd Advisors
North Carolina
$247 +$79 +3 +50%
BAAM
573
Baker Avenue Asset Management
California
$219 +$210 +8 New
Nomura Holdings
574
Nomura Holdings
Japan
– -$57.7M -2,289,637 Closed
VIA
575
Vident Investment Advisory
Georgia
– -$18.7M -745,784 Closed