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Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Whipplewood Advisors
Colorado
$1.44K +$1.43K +7 New
IAIM
552
International Assets Investment Management
Florida
$1.27K – – –
KG
553
Kilter Group
New York
$1.23K – – –
TFA
554
Toth Financial Advisory
Virginia
$1.23K +$1.23K +6 New
MA
555
Montag & Associates
Georgia
$1.11K – – –
BIM
556
Breakwater Investment Management
Washington
$1.03K – – –
APW
557
Atlantic Private Wealth
North Carolina
$1.02K – – –
EC
558
Elequin Capital
New York
$1.02K – – –
GSEP
559
Golden State Equity Partners
California
$1.02K +$1.02K +5 New
CAL
560
Capital Advisors Ltd
Ohio
$1K – – –
CA
561
Centerpoint Advisors
Massachusetts
$1K – – –
PWA
562
Physician Wealth Advisors
Utah
$821 – – –
MAM
563
Marquette Asset Management
Minnesota
$821 +$819 +4 New
HFS
564
Hughes Financial Services
Virginia
$820 +$819 +4 New
TWIM
565
TIAA Wealth Investment Management
New York
$820 +$819 +4 New
VWM
566
Vermillion Wealth Management
Minnesota
$820 +$819 +4 New
DF
567
Dunhill Financial
United Kingdom
$791 +$409 +2 +200%
DF
568
DecisionPoint Financial
Arizona
$616 – – –
HIA
569
HFM Investment Advisors
New Jersey
$615 – – –
BWL
570
Bogart Wealth LLC
Virginia
$615 +$614 +3 New
TAF
571
Tredje AP-fonden
Sweden
$410 -$18.4M -89,998 -100%
BFS
572
Bare Financial Services
Pennsylvania
$410 – – –
FMP
573
Financial Management Professionals
Texas
$410 – – –
RF
574
Rossby Financial
Florida
$212 +$205 +1 New
MCM
575
Manchester Capital Management
Vermont
$206 +$205 +1 New