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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
1476
MPWM Advisory Solutions
Georgia
$859 – – –
BDPWM
1477
Barnes Dennig Private Wealth Management
Ohio
$814 – – –
SIM
1478
Synergy Investment Management
Florida
$814 +$869 +18 New
GJIA
1479
Glass Jacobson Investment Advisors
Maryland
$772 – – –
PRAG
1480
Portfolio Resources Advisor Group
Florida
$724 -$193 -4 -20%
GFL
1481
Granite FO LLC
New Hampshire
$724 – – –
PMAM
1482
Picton Mahoney Asset Management
Ontario, Canada
$724 – – –
NL
1483
NorthAvenue LLC
Ohio
$679 – – –
MNA
1484
Manning & Napier Advisors
New York
$670 -$2.17K -45 -75%
VR
1485
Vision Retirement
New Jersey
$543 -$193 -4 -25%
FS
1486
Financially Speaking
Colorado
$453 – – –
SWIM
1487
Smallwood Wealth Investment Management
New Jersey
$452 -$1.45K -30 -75%
MSWA
1488
Marshall & Sterling Wealth Advisors
New York
$452 – – –
WCM
1489
Westend Capital Management
California
$452 – – –
Parallax Volatility Advisers
1490
Parallax Volatility Advisers
California
$452 +$290 +6 +150%
GCP
1491
Gill Capital Partners
Colorado
$452 +$483 +10 New
BHWM
1492
Beaird Harris Wealth Management
Texas
$408 – – –
BFS
1493
Bare Financial Services
Pennsylvania
$362 +$386 +8 New
OW
1494
Olistico Wealth
Oklahoma
$318 +$338 +7 New
DF
1495
DecisionPoint Financial
Arizona
$272 – – –
CW
1496
CrossGen Wealth
North Carolina
$271 – – –
VWM
1497
Vermillion Wealth Management
Minnesota
$271 +$193 +4 +200%
LI
1498
Louisbourg Investments
New Brunswick, Canada
$226 – – –
BWM
1499
Benson Wealth Management
Tennessee
$181 +$193 +4 New
SA
1500
Seneschal Advisors
Washington
$136 -$338 -7 -70%