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Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
626
TD Ameritrade Investment Management
Nebraska
$2K -$1.08K -16 -35%
FMP
627
Financial Management Professionals
Texas
$2K – – –
KFP
628
KB Financial Partners
New Jersey
$2K – – –
DI
629
Disciplined Investments
Oklahoma
$1.76K -$68 -1 -4%
MFT
630
Moisand Fitzgerald Tamayo
Florida
$1.68K – – –
TF
631
TimeScale Financial
Massachusetts
$1.5K – – –
KFI
632
Key Financial Inc
Pennsylvania
$1.3K – – –
FBC
633
Fairfield, Bush & Co
Connecticut
$1.22K +$1.08K +16 New
BWAM
634
Boyd Watterson Asset Management
Ohio
$1.15K – – –
IGWM
635
ICA Group Wealth Management
Colorado
$1.15K – – –
TCA
636
Trifecta Capital Advisors
Illinois
$1.15K – – –
BG
637
Bollard Group
Massachusetts
$1K +$675 +10 New
SIA
638
SkyView Investment Advisors
New Jersey
$1K +$675 +10 New
FSWA
639
Financial Synergies Wealth Advisors
Texas
$994 -$135 -2 -13%
AAP
640
Arax Advisory Partners
Colorado
$917 – – –
UFF
641
USA Financial Formulas
Michigan
$764 – – –
TFM
642
TFC Financial Management
Massachusetts
$764 +$675 +10 New
CWC
643
Carolinas Wealth Consulting
North Carolina
$688 – – –
TWD
644
True Wealth Design
Ohio
$382 +$135 +2 +67%
CFGS
645
Concourse Financial Group Securities
Alabama
$305 – – –
CA
646
Crewe Advisors
Utah
$230 +$203 +3 New
Kayne Anderson Rudnick Investment Management
647
Kayne Anderson Rudnick Investment Management
California
$153 – – –
TWP
648
TFO Wealth Partners
Ohio
$153 – – –
SVCP
649
Silicon Valley Capital Partners
California
$44 – – –
Jacobs Levy Equity Management
650
Jacobs Levy Equity Management
New Jersey
– -$52.9M -829,077 Closed