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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
801
Trifecta Capital Advisors
Illinois
$1.32K – – –
AF
802
Advisornet Financial
Minnesota
$1.32K +$332 +3 +25%
IHWM
803
Iron Horse Wealth Management
Iowa
$1.32K +$332 +3 +25%
GP
804
Greenline Partners
New York
$1.32K +$1.66K +15 New
PAM
805
Parvin Asset Management
South Dakota
$1.32K +$1.66K +15 New
CYG
806
Clean Yield Group
Vermont
$1.23K – – –
SFCL
807
Strengthening Families & Communities LLC
Massachusetts
$1.05K – – –
HFM
808
Harvest Fund Management
China
$1K -$2.09M -18,921 -100%
PMAM
809
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
TFA
810
Transamerica Financial Advisors
Florida
$1K – – –
A
811
AlphaQuest
New York
$966 -$558K -5,050 -100%
PA
812
Pineridge Advisors
Missouri
$907 -$1.22K -11 -52%
TFM
813
TFC Financial Management
Massachusetts
$879 -$111 -1 -9%
CAWM
814
Capital A Wealth Management
Pennsylvania
$878 -$663 -6 -38%
BCH
815
Berkshire Capital Holdings
California
$878 – – –
HFS
816
Hughes Financial Services
Virginia
$805 +$995 +9 New
T
817
Transce3nd
Texas
$791 -$663 -6 -40%
BFS
818
Bare Financial Services
Pennsylvania
$791 +$995 +9 New
HFS
819
Horizon Financial Services
North Carolina
$703 +$884 +8 New
ACA
820
American Capital Advisory
Idaho
$528 +$663 +6 New
PWA
821
Physician Wealth Advisors
Utah
$528 +$663 +6 New
NL
822
NVWM LLC
Pennsylvania
$527 -$553 -5 -45%
PIS
823
POM Investment Strategies
North Carolina
$527 – – –
CIAS
824
CBIZ Investment Advisory Services
Ohio
$439 +$553 +5 New
WW
825
Winnow Wealth
Texas
$383 +$221 +2 +67%