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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
Tradewinds Capital Management
Washington
$4K – – –
CIBC Private Wealth Group
552
CIBC Private Wealth Group
Georgia
$4K +$216 +2 +5%
CAC
553
Core Alternative Capital
Georgia
$4K +$972 +9 +30%
CFO
554
CVA Family Office
Colorado
$4K +$1.08K +10 +29%
CAM
555
ClariVest Asset Management
California
$4K +$3.35K +31 +344%
M1FG
556
Mach-1 Financial Group
Arkansas
$4K +$5.4K +50 New
PCG
557
Private Capital Group
Connecticut
$3K -$38.1K -353 -91%
AF
558
Allworth Financial
California
$3K -$10.9K -101 -75%
EW
559
Evoke Wealth
California
$3K -$1.73K -16 -31%
ZB
560
Zions Bancorporation
Utah
$3K -$972 -9 -24%
FMB
561
Field & Main Bank
Kentucky
$3K – – –
LPWM
562
Lake Point Wealth Management
Texas
$3K – – –
Loomis, Sayles & Company
563
Loomis, Sayles & Company
Massachusetts
$3K – – –
OLVIG
564
Oliver Lagore Vanvalin Investment Group
Michigan
$3K – – –
ST
565
Smithfield Trust
Pennsylvania
$3K – – –
SIS
566
Sound Income Strategies
Florida
$3K – – –
BWM
567
BerganKDV Wealth Management
Minnesota
$3K +$432 +4 +14%
EWA
568
EverSource Wealth Advisors
Alabama
$3K +$1.51K +14 +64%
GEA
569
Glen Eagle Advisors
New Jersey
$2.71K – – –
BCWM
570
Bartlett & Co Wealth Management
Ohio
$2.26K +$2.7K +25 New
MCC
571
Money Concepts Capital
Florida
$2K -$102K -946 -98%
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$2K -$12.3K -114 -87%
FF
573
FourThought Financial
Florida
$2K -$2.38K -22 -50%
BBPWM
574
Blue Bell Private Wealth Management
Pennsylvania
$2K -$2.16K -20 -47%
CA
575
Clearstead Advisors
Ohio
$2K -$2.16K -20 -44%