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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
626
Ranch Capital Advisors
Florida
$4K -$4.6K -75 Closed
SB
627
Strategic Blueprint
Georgia
$4K +$4.54K +74 New
BWM
628
BerganKDV Wealth Management
Minnesota
$3K
UFF
629
USA Financial Formulas
Michigan
$2K -$2M -32,651 -100%
SFO
630
Standard Family Office
South Dakota
$2K -$92.2K -1,504 -98%
TAIM
631
TD Ameritrade Investment Management
Nebraska
$2K -$12.6K -205 -85%
CWC
632
Carolinas Wealth Consulting
North Carolina
$2K -$61 -1 -3%
FBT
633
First Bank & Trust
South Dakota
$2K
KFP
634
KB Financial Partners
New Jersey
$2K
AWM
635
Accel Wealth Management
Iowa
$2K +$123 +2 +6%
TLFA
636
True Link Financial Advisors
California
$2K +$2.33K +38 New
APWA
637
Atlas Private Wealth Advisors
New Jersey
$1K -$613 -10 -42%
SWA
638
SOA Wealth Advisors
New York
$1K -$552 -9 -22%
BWM
639
Baystate Wealth Management
Massachusetts
$1K
BA
640
Bellwether Advisors
Nebraska
$1K
HIA
641
Harbor Investment Advisory
Maryland
$1K
KFI
642
Key Financial Inc
Pennsylvania
$1K
SFSIG
643
San Francisco Sentry Investment Group
California
$1K
CA
644
Clearstead Advisors
Ohio
$1K +$1.1K +18 New
GFPC
645
Global Financial Private Client
Florida
$977
AIA
646
Arcadia Investment Advisors
Idaho
$803 +$858 +14 New
BBHC
647
Brown Brothers Harriman & Co
New York
$288 -$1.9K -31 -0.6%
MGIM
648
M&G Investment Management
United Kingdom
$273 -$957K -15,606 -77%
NAMA
649
Nikko Asset Management Americas
New York
-$113M -1,821,572 Closed
CPC
650
Cookson Peirce & Co
Pennsylvania
-$21.1M -341,216 Closed