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Name Holding Trade Value Shares
Change
Change in
Stake
BI
751
Binnacle Investments
Iowa
$887 +$863 +22 New
TFM
752
TFC Financial Management
Massachusetts
$855 +$78 +2 +11%
BFS
753
Bare Financial Services
Pennsylvania
$807 +$784 +20 New
RWM
754
Rialto Wealth Management
New York
$767 -$510 -13 -41%
QWM
755
Quaker Wealth Management
New Jersey
$767 +$745 +19 New
PWM
756
Parkworth Wealth Management
California
$726 +$353 +9 +100%
HIA
757
HFM Investment Advisors
New Jersey
$645 +$392 +10 +167%
HFS
758
Hughes Financial Services
Virginia
$628
AWM
759
Activest Wealth Management
Florida
$605 +$588 +15 New
ACA
760
American Capital Advisory
Idaho
$565 +$274 +7 +100%
AT
761
Arlington Trust
Alabama
$565 +$549 +14 New
BWL
762
Bogart Wealth LLC
Virginia
$524 +$510 +13 New
VWA
763
Valued Wealth Advisors
Utah
$364
CT
764
Clearstead Trust
Maine
$364 +$353 +9 New
PWMG
765
Private Wealth Management Group
New Jersey
$243 +$39 +1 +20%
RPA
766
Redwood Park Advisors
California
$202
IAS
767
IMA Advisory Services
Colorado
$202 +$196 +5 New
KG
768
Kilter Group
New York
$202 +$196 +5 New
SIS
769
Sound Income Strategies
Florida
$202 +$196 +5 New
TIM
770
Tortoise Investment Management
New York
$202 +$196 +5 New
HNW
771
High Note Wealth
Minnesota
$161
LFA
772
LGT Financial Advisors
Texas
$161 +$157 +4 New
CIA
773
Cape Investment Advisory
Georgia
$121
Jane Street
774
Jane Street
New York
-$18.3M -456,366 Closed
UOC
775
UBS O'Connor
Illinois
-$11.1M -277,340 Closed