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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
676
Worth Asset Management
Texas
$2.92K
RFS
677
Retirement Financial Solutions
Tennessee
$2.92K +$3.16K +40 New
OLVIG
678
Oliver Lagore Vanvalin Investment Group
Michigan
$2.26K +$948 +12 +63%
BWAM
679
Boyd Watterson Asset Management
Ohio
$2.12K +$2.29K +29 New
PCM
680
Penserra Capital Management
California
$2K +$2.37K +30 New
DWMG
681
DB Wealth Management Group
California
$1.97K +$2.13K +27 New
AF
682
Affiance Financial
Minnesota
$1.9K +$2.05K +26 New
MA
683
Montag & Associates
Georgia
$1.4K
TCM
684
Tradewinds Capital Management
Washington
$1.39K
CT
685
Caldwell Trust
Florida
$1.39K +$1.5K +19 New
SC
686
Schubert & Co
Texas
$1.31K -$4.74K -60 -77%
AssetMark Inc
687
AssetMark Inc
California
$1.17K
RWM
688
Raffa Wealth Management
District of Columbia
$1.17K
BIA
689
Bell Investment Advisors
California
$1.09K -$237 -3 -17%
LWA
690
Lowe Wealth Advisors
Maryland
$876
GEA
691
Glen Eagle Advisors
New Jersey
$876 +$948 +12 New
TWD
692
True Wealth Design
Ohio
$803 +$869 +11 New
FWM
693
Focused Wealth Management
New York
$292 +$316 +4 New
CTA
694
Colonial Trust Advisors
South Carolina
$161 +$158 +2 New
GI
695
Gradient Investments
Minnesota
$146
FGAM
696
Financial Gravity Asset Management
Texas
$81 -$106K -1,338 -95%
Lord, Abbett & Co
697
Lord, Abbett & Co
New Jersey
-$35.3M -423,531 Closed
DCM
698
Driehaus Capital Management
Illinois
-$32.4M -388,702 Closed
CCM
699
Candlestick Capital Management
Connecticut
-$25.6M -306,742 Closed
Nuveen
700
Nuveen
North Carolina
-$24.3M -291,460 Closed