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Name Holding Trade Value Shares
Change
Change in
Stake
FHC
501
First Horizon Corporation
Tennessee
$1.32K +$1.31K +23 New
JWM
502
JPL Wealth Management
Colorado
$1.15K +$1.14K +20 New
CH
503
Cromwell Holdings
Wyoming
$1.03K – – –
RWM
504
Rialto Wealth Management
New York
$1.03K +$171 +3 +20%
PMAM
505
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
CCM
506
Cloud Capital Management
Washington
$1K +$1.03K +18 New
KG
507
Kilter Group
New York
$919 – – –
TFA
508
Transamerica Financial Advisors
Florida
$805 +$856 +15 New
CFO
509
CVA Family Office
Colorado
$804 – – –
SIC
510
SJS Investment Consulting
Ohio
$804 – – –
FMP
511
Financial Management Professionals
Texas
$689 – – –
RWM
512
Raffa Wealth Management
District of Columbia
$689 – – –
HFS
513
Hughes Financial Services
Virginia
$626 – – –
BHWM
514
Bay Harbor Wealth Management
Maryland
$574 +$228 +4 +67%
HIA
515
HFM Investment Advisors
New Jersey
$517 – – –
Q1WB
516
Quest 10 Wealth Builders
Virginia
$517 +$513 +9 New
GWSG
517
GPS Wealth Strategies Group
Colorado
$459 – – –
SHIM
518
Stone House Investment Management
Pennsylvania
$459 +$456 +8 New
PWA
519
Principia Wealth Advisory
Texas
$287 +$285 +5 New
CA
520
CoreCap Advisors
Michigan
$230 – – –
PWAM
521
Private Wealth Asset Management
Iowa
$230 – – –
TFM
522
TFC Financial Management
Massachusetts
$115 – – –
TIM
523
Tortoise Investment Management
New York
$57 +$57 +1 New
RCM
524
Raleigh Capital Management
North Carolina
$47 -$2.45K -43 -98%
Capital World Investors
525
Capital World Investors
California
– -$60M -1,071,312 Closed