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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
676
Retirement Financial Solutions
Tennessee
$2.92K +$3.16K +40 New
OLVIG
677
Oliver Lagore Vanvalin Investment Group
Michigan
$2.26K +$948 +12 +63%
BWAM
678
Boyd Watterson Asset Management
Ohio
$2.12K +$2.29K +29 New
PCM
679
Penserra Capital Management
California
$2K +$2.37K +30 New
DWMG
680
DB Wealth Management Group
California
$1.97K +$2.13K +27 New
AF
681
Affiance Financial
Minnesota
$1.9K +$2.05K +26 New
MA
682
Montag & Associates
Georgia
$1.4K – – –
TCM
683
Tradewinds Capital Management
Washington
$1.39K – – –
CT
684
Caldwell Trust
Florida
$1.39K +$1.5K +19 New
SC
685
Schubert & Co
Texas
$1.31K -$4.74K -60 -77%
AssetMark Inc
686
AssetMark Inc
California
$1.17K – – –
RWM
687
Raffa Wealth Management
District of Columbia
$1.17K – – –
BIA
688
Bell Investment Advisors
California
$1.09K -$237 -3 -17%
LWA
689
Lowe Wealth Advisors
Maryland
$876 – – –
GEA
690
Glen Eagle Advisors
New Jersey
$876 +$948 +12 New
TWD
691
True Wealth Design
Ohio
$803 +$869 +11 New
FWM
692
Focused Wealth Management
New York
$292 +$316 +4 New
CTA
693
Colonial Trust Advisors
South Carolina
$161 +$158 +2 New
GI
694
Gradient Investments
Minnesota
$146 – – –
Lord, Abbett & Co
695
Lord, Abbett & Co
New Jersey
– -$35.3M -423,531 Closed
DCM
696
Driehaus Capital Management
Illinois
– -$32.4M -388,702 Closed
CCM
697
Candlestick Capital Management
Connecticut
– -$25.6M -306,742 Closed
Nuveen
698
Nuveen
North Carolina
– -$24.3M -291,460 Closed
AI
699
Axiom Investors
Connecticut
– -$22.8M -273,299 Closed
BCM
700
Bornite Capital Management
New York
– -$20.8M -250,000 Closed