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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
476
Albion Financial Group
Utah
$675
BWA
477
BDO Wealth Advisors
Florida
$675
IAA
478
Independent Advisor Alliance
North Carolina
$631 +$14.7K +338 +2%
CFFP
479
Center for Financial Planning
Michigan
$630
MA
480
MCF Advisors
Kentucky
$630
TFM
481
TFC Financial Management
Massachusetts
$588
NSIM
482
North Star Investment Management
Illinois
$540 +$304 +7 +140%
CFO
483
CVA Family Office
Colorado
$495
AAP
484
Arax Advisory Partners
Colorado
$495 +$478 +11 New
CS
485
Comerica Securities
Michigan
$495 +$478 +11 New
DWA
486
Delos Wealth Advisors
Texas
$405
FWM
487
Focused Wealth Management
New York
$321
BAAM
488
Baker Avenue Asset Management
California
$315 +$304 +7 New
Group One Trading
489
Group One Trading
Illinois
$270 -$387K -8,900 -100%
LS
490
Leelyn Smith
Illinois
$270 +$261 +6 +100%
TWD
491
True Wealth Design
Ohio
$270 +$261 +6 New
KLWA
492
Kelly Lawrence W & Associates
California
$225
TWP
493
TFO Wealth Partners
Ohio
$184 +$43 +1 New
SWA
494
SOA Wealth Advisors
New York
$92 -$1.74K -40 -95%
AA
495
Addison Advisors
Vermont
$90 +$87 +2 New
HCM
496
Hollencrest Capital Management
California
$90 +$87 +2 New
KFS
497
Kelly Financial Services
Massachusetts
$45
SWM
498
Sugarloaf Wealth Management
Georgia
$45
MCC
499
Money Concepts Capital
Florida
$45 +$43 +1 New
Primecap Management
500
Primecap Management
California
-$27.1M -667,100 Closed