Name Holding Trade Value Shares
Change
Change in
Stake
CFM
4076
Comprehensive Financial Management
California
$494K -$303K -3,000 -43%
ASI
4077
Advisory Services & Investments
Oregon
$494K -$101K -1,000 -20%
BI
4078
Bramshill Investments
Florida
$494K -$101K -1,000 -20%
DACS
4079
Dymon Asia Capital (Singapore)
Singapore
$494K +$404K +4,000 New
AC
4080
Annandale Capital
Texas
$492K -$46.2K -457 -10%
FFWA
4081
Forthright Family Wealth Advisory
Texas
$491K +$104K +1,027 +35%
KFS
4082
Keynote Financial Services
Connecticut
$487K +$105K +1,040 +36%
CA
4083
Crumly & Associates
Illinois
$486K +$397K +3,931 New
ACM
4084
Andina Capital Management
Utah
$482K +$94.5K +935 +31%
NC
4085
nVerses Capital
Florida
$482K +$192K +1,900 +95%
PIWA
4086
Prevail Innovative Wealth Advisors
Kansas
$474K +$94.3K +933 +32%
PP
4087
Paloma Partners
Connecticut
$473K +$316K +3,122 +440%
IF
4088
Insight Folios
North Carolina
$473K -$112K -1,110 -22%
FDCP
4089
Foster Dykema Cabot & Partners
Massachusetts
$472K +$225K +2,222 +139%
SAW
4090
Signal Advisors Wealth
Michigan
$471K -$3.57M -35,284 -90%
MF
4091
Meridian Financial
Massachusetts
$469K +$10.1K +100 +3%
CCWM
4092
Correct Capital Wealth Management
Missouri
$467K – – –
PSB
4093
Piscataqua Savings Bank
New Hampshire
$466K +$18.7K +185 +5%
CWM
4094
Collaborative Wealth Management
Florida
$464K +$41.4K +409 +12%
NECFA
4095
New England Capital Financial Advisors
Connecticut
$463K +$43.6K +431 +13%
CF
4096
Crosspoint Financial
California
$463K +$379K +3,750 New
GWP
4097
Gen-Wealth Partners
Michigan
$463K -$12.1K -120 -3%
BA
4098
Ballew Advisors
Mississippi
$463K +$126K +1,244 +53%
WAG
4099
Wiser Advisor Group
Arizona
$462K -$110K -1,091 -23%
ECM
4100
Elgethun Capital Management
South Dakota
$461K -$101 -1 -0%