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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
926
Evolution Wealth Advisors
Florida
$5K
BWM
927
BerganKDV Wealth Management
Minnesota
$5K +$319 +3 +6%
FMP
928
Financial Management Professionals
Texas
$5K +$1.17K +11 +28%
KIG
929
Kowal Investment Group
Wisconsin
$5K +$5.1K +48 New
MGIM
930
M&G Investment Management
United Kingdom
$4.97K -$1.23M -11,591 -19%
RWM
931
Raffa Wealth Management
District of Columbia
$3.94K
SWA
932
Sutton Wealth Advisors
Florida
$3.64K +$319 +3 +9%
GKWIM
933
Gerber Kawasaki Wealth & Investment Management
California
$3K -$226K -2,130 -100%
AF
934
Arrow Financial
New York
$3K
PCTC
935
Perkins Coie Trust Company
Washington
$3K
SWM
936
Sugarloaf Wealth Management
Georgia
$3K
PWMG
937
Prestige Wealth Management Group
New Jersey
$3K +$957 +9 +47%
TFA
938
Toth Financial Advisory
Virginia
$3K +$2.66K +25 +250%
Optiver Holding
939
Optiver Holding
Netherlands
$3K +$3.51K +33 New
POIA
940
Pin Oak Investment Advisors
Texas
$3K +$3.72K +35 New
CCM
941
Cribstone Capital Management
Maine
$2K
VNA
942
Valley National Advisers
Pennsylvania
$2K
LWM
943
Liberty Wealth Management
California
$2K +$1.91K +18 New
HR
944
Howe & Rusling
New York
$2K +$2.13K +20 New
FPS
945
Fieldpoint Private Securities
Connecticut
$2K +$2.44K +23 New
MA
946
MCF Advisors
Kentucky
$2K +$2.44K +23 New
FEG
947
Financial Enhancement Group
Indiana
$2K +$2.66K +25 New
WWM
948
Wolff Wiese Magana
California
$1K -$92.4K -869 -98%
GTAM
949
Global Trust Asset Management
Florida
$1K
LCM
950
Logan Capital Management
Pennsylvania
$1K