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Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
526
Tower View Wealth Management
Wisconsin
$11K +$11K +150 New
LFG
527
Larson Financial Group
Missouri
$10K -$23.7K -322 -70%
LWCFA
528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
MAWCM
529
Mine & Arao Wealth Creation & Management
California
$10K
ST
530
Smithfield Trust
Pennsylvania
$10K
GKWIM
531
Gerber Kawasaki Wealth & Investment Management
California
$9K -$342K -4,658 -100%
IFAM
532
Institutional & Family Asset Management
Colorado
$9K -$8.31K -113 -49%
FNBOSM
533
First National Bank of South Miami
Florida
$9K
WTC
534
WhitTier Trust Company
Nevada
$9K
IWP
535
IAG Wealth Partners
Wisconsin
$8K
PFA
536
Professional Financial Advisors
Nebraska
$8K
WBC
537
West Branch Capital
Massachusetts
$8K
DAM
538
Delta Asset Management
Tennessee
$8K +$3.67K +50 +91%
FF
539
FourThought Financial
Florida
$8K +$5.81K +79 +176%
FHA
540
First Horizon Advisors
Tennessee
$8K +$7.79K +106 New
SAM
541
Strategic Asset Management
Minnesota
$8K +$8.16K +111 New
TPCW
542
TD Private Client Wealth
New York
$7.39K -$5.22K -71 -41%
Parallax Volatility Advisers
543
Parallax Volatility Advisers
California
$7K -$218K -2,960 -97%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$7K -$37.9K -515 -85%
AWM
545
Accel Wealth Management
Iowa
$7K
CWP
546
Concord Wealth Partners
Virginia
$7K
JWBC
547
John W. Brooker & Co
California
$7K
SWM
548
Sugarloaf Wealth Management
Georgia
$7K
IWA
549
IBEX Wealth Advisors
New Jersey
$7K +$7.35K +100 New
PFPT
550
Pinnacle Financial Partners (Tennessee)
Tennessee
$7K +$7.35K +100 New