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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
401
JFS Wealth Advisors
Pennsylvania
$2.32K -$335 -7 -14%
S
402
SignatureFD
Georgia
$2.16K -$1.82K -38 -49%
FMP
403
Financial Management Professionals
Texas
$2K – – –
MFA
404
McClarren Financial Advisors
Pennsylvania
$2K +$1.39K +29 New
VNA
405
Valley National Advisers
Pennsylvania
$2K +$2.15K +45 New
CAM
406
Creekmur Asset Management
Illinois
$1.96K +$1.72K +36 New
CIA
407
Cape Investment Advisory
Georgia
$1.94K – – –
FWM
408
Focused Wealth Management
New York
$1.8K – – –
BGAI
409
Bruce G. Allen Investments
Colorado
$1.56K +$1.39K +29 New
GWS
410
Glassman Wealth Services
Virginia
$1.46K – – –
AT
411
Arlington Trust
Alabama
$1.35K +$1.2K +25 New
DA
412
Denali Advisors
California
$1.02K +$910 +19 New
IPW
413
Impact Partnership Wealth
Georgia
$863 -$108K -2,257 -99%
VCM
414
Versant Capital Management
Arizona
$863 – – –
PWA
415
Provenance Wealth Advisors
Florida
$755 – – –
EWA
416
EverSource Wealth Advisors
Alabama
$647 -$20.6K -431 -97%
SIC
417
SJS Investment Consulting
Ohio
$594 -$670 -14 -56%
CPA
418
Clear Point Advisors
New York
$558 +$479 +10 New
RA
419
Rise Advisors
New York
$529 – – –
DPW
420
DiNuzzo Private Wealth
Pennsylvania
$486 +$431 +9 New
PWMG
421
Private Wealth Management Group
New Jersey
$486 +$431 +9 New
TWP
422
TFO Wealth Partners
Ohio
$378 – – –
VWA
423
Valued Wealth Advisors
Utah
$300 +$287 +6 New
LM
424
Luminus Management
Texas
– -$25.1M -524,753 Closed
HHAM
425
HITE Hedge Asset Management
Massachusetts
– -$15.4M -307,437 Closed