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Name Holding Trade Value Shares
Change
Change in
Stake
TAP
1626
Tounjian Advisory Partners
Florida
$2.06K -$941K -10,684 -100%
BCV
1627
Banque Cantonale Vaudoise
Switzerland
$1.83K -$649K -7,370 -26%
IWM
1628
IMG Wealth Management
Florida
$1.83K +$617 +7 +50%
WWM
1629
Wolff Wiese Magana
California
$1.74K -$1.32K -15 -43%
NRG
1630
Nemes Rush Group
Michigan
$1.74K – – –
RCM
1631
Raleigh Capital Management
North Carolina
$1.62K -$2.11K -24 -56%
SIS
1632
Strategic Investment Solutions
Illinois
$1.56K +$1.41K +16 +800%
PGAM
1633
Princeton Global Asset Management
New Jersey
$1.48K +$1.5K +17 New
NB
1634
NBT Bank
New York
$1.39K – – –
QWM
1635
Quaker Wealth Management
New Jersey
$1.3K -$70.5K -800 -98%
WTA
1636
Washington Trust Advisors
Massachusetts
$1.3K – – –
PWA
1637
Provenance Wealth Advisors
Florida
$1.3K +$1.32K +15 New
DF
1638
Dunhill Financial
United Kingdom
$1.24K -$264 -3 -18%
HC
1639
Hurley Capital
New York
$1.13K – – –
HIMS
1640
Hager Investment Management Services
New Hampshire
$1.04K – – –
SFS
1641
Sunrise Financial Services
Washington
$1.04K – – –
MBFW
1642
Morton Brown Family Wealth
Pennsylvania
$956 +$969 +11 New
DF
1643
Downshift Financial
Colorado
$869 +$881 +10 New
HHGA
1644
Halbert Hargrove Global Advisors
California
$865 +$881 +10 New
DCM
1645
Davis Capital Management
Florida
$782 +$529 +6 +200%
SA
1646
Seneschal Advisors
Washington
$696 – – –
DF
1647
DecisionPoint Financial
Arizona
$686 +$176 +2 +33%
GSWM
1648
Golden State Wealth Management
California
$542 – – –
APW
1649
Aventura Private Wealth
Florida
$522 – – –
MWM
1650
Mascoma Wealth Management
New Hampshire
$522 – – –