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Name Holding Trade Value Shares
Change
Change in
Stake
MHR
501
Matthew Hamilton Rosenberg
$5K -$3.03K -89 -39%
IWP
502
IAG Wealth Partners
Wisconsin
$5K
CHA
503
Carmichael Hill & Associates
Maryland
$5K +$682 +20 +17%
EWA
504
EverSource Wealth Advisors
Alabama
$5K +$1.5K +44 +33%
VNA
505
Valley National Advisers
Pennsylvania
$5K +$1.7K +50 +50%
IFAM
506
Institutional & Family Asset Management
Colorado
$5K +$5.15K +151 New
HWA
507
Heritage Wealth Advisors
Virginia
$4.94K
DFCM
508
Dark Forest Capital Management
Puerto Rico
$4K -$14K -410 -78%
SWM
509
Selective Wealth Management
Virginia
$4K -$307 -9 -7%
ARMC
510
American Research & Management Company
Massachusetts
$4K
BWA
511
BDO Wealth Advisors
Florida
$4K
CWM
512
CarsonAllaria Wealth Management
Illinois
$4K
EIP
513
Ellis Investment Partners
Pennsylvania
$4K
IA
514
IFS Advisors
Kansas
$4K
WWMSC
515
Wagner Wealth Management (South Carolina)
South Carolina
$4K
First Manhattan
516
First Manhattan
New York
$4K +$682 +20 +17%
AW
517
Avion Wealth
Texas
$4K +$852 +25 +25%
WAS
518
Winch Advisory Services
Wisconsin
$4K +$2.04K +60 +90%
TFP
519
Tilia Fiduciary Partners
North Carolina
$4K +$2.08K +61 +80%
TCM
520
Tradewinds Capital Management
Washington
$4K +$2.28K +67 +149%
DWP
521
Destiny Wealth Partners
Florida
$4K +$2.35K +69 +157%
CYG
522
Clean Yield Group
Vermont
$4K +$3.75K +110 New
FP
523
Financial Perspectives
Minnesota
$3.36K
CFO
524
CVA Family Office
Colorado
$3K -$13.6K -400 -80%
BWM
525
Baystate Wealth Management
Massachusetts
$3K -$2.59K -76 -47%