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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
551
Asset Dedication LLC
California
$3K +$735 +19 +38%
LWANC
552
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$2.36K +61 New
CA
553
Centerpoint Advisors
Massachusetts
$2K – – –
CFB
554
Cullen/Frost Bankers
Texas
$2K – – –
WFA
555
West Financial Advisors
Iowa
$2K +$1.24K +32 New
JWM
556
Janiczek Wealth Management
Colorado
$2K +$1.47K +38 New
BBHC
557
Brown Brothers Harriman & Co
New York
$2K +$1.82K +47 New
CAGAS
558
Capital Advisory Group Advisory Services
Minnesota
$2K +$1.82K +47 New
AWM
559
AllSquare Wealth Management
New York
$2K +$1.86K +48 New
JFGIW
560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$1.93K +50 New
MAM
561
Meeder Asset Management
Ohio
$2K +$1.93K +50 New
EWM
562
Edge Wealth Management
New York
$1K +$387 +10 New
PFA
563
Professional Financial Advisors
Nebraska
$1K +$387 +10 +200%
POIA
564
Pin Oak Investment Advisors
Texas
$1K +$774 +20 New
TWP
565
TFO Wealth Partners
Ohio
$1K +$774 +20 New
TWM
566
Tradition Wealth Management
Minnesota
$1K +$774 +20 New
WT
567
Washington Trust
Rhode Island
$1K +$812 +21 New
ADIM
568
Alpha DNA Investment Management
Maryland
$1K +$1.01K +26 New
SIM
569
Seaview Investment Managers
Florida
$1K +$1.55K +40 New
TI
570
tru Independence
Oregon
$2 – – –
RAA
571
RWC Asset Advisors
Florida
– -$215M -10,149,332 Closed
HA
572
HHLR Advisors
Cayman Islands
– -$51.2M -2,411,750 Closed
Voloridge Investment Management
573
Voloridge Investment Management
Florida
– -$45.3M -2,136,746 Closed
MAM
574
Myriad Asset Management
Hong Kong
– -$30.3M -1,429,940 Closed
TC
575
Tairen Capital
Hong Kong
– -$29.5M -1,391,972 Closed