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Name Holding Trade Value Shares
Change
Change in
Stake
NIG
401
NFJ Investment Group
Texas
$1.41K -$1.17K -73 -48%
MB
402
MidFirst Bank
Oklahoma
$1.41K
CT
403
Caldwell Trust
Florida
$1.34K +$1.22K +76 New
GFA
404
Godfrey Financial Associates
New York
$1.32K
CFD
405
Creative Financial Designs
Indiana
$1.3K -$6K -373 -83%
HIA
406
Highland Investment Advisors
Florida
$1.23K +$1.13K +70 New
DJSG
407
D.J. St. Germain
Massachusetts
$1.15K
FNWA
408
Financial Network Wealth Advisors
Utah
$1.04K
POIA
409
Pin Oak Investment Advisors
Texas
$1K +$547 +34 New
ADL
410
Asset Dedication LLC
California
$988 +$402 +25 +81%
TCA
411
Trifecta Capital Advisors
Illinois
$917 +$836 +52 New
BIM
412
Breakwater Investment Management
Washington
$794 +$723 +45 New
HI
413
Horizon Investments
North Carolina
$723 -$162K -10,047 -100%
BWL
414
Bogart Wealth LLC
Virginia
$705 +$643 +40 New
MS
415
Monetary Solutions
Ohio
$617 +$563 +35 New
BHWM
416
Beaird Harris Wealth Management
Texas
$593
APFP
417
Action Point Financial Planning
Michigan
$564 +$514 +32 New
AWM
418
Abound Wealth Management
Tennessee
$529
WB
419
Webster Bank
Connecticut
$423 +$386 +24 New
MWM
420
Mosley Wealth Management
California
$388 +$354 +22 New
CA
421
Crewe Advisors
Utah
$353 +$322 +20 New
DRP
422
Decker Retirement Planning
Utah
$257 +$241 +15 New
SHIM
423
Stone House Investment Management
Pennsylvania
$229 +$161 +10 +333%
CFM
424
Compass Financial Management
Florida
$210 +$177 +11 New
ClearBridge Investments
425
ClearBridge Investments
New York
-$76.8M -5,153,852 Closed