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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
751
Coppell Advisory Solutions
Texas
$1.91K +$2.03K +10 New
UWS
752
Unique Wealth Strategies
Illinois
$1.78K +$1.83K +9 New
WWP
753
WR Wealth Planners
Missouri
$1.72K +$203 +1 +13%
LIM
754
Longfellow Investment Management
Massachusetts
$1.53K – – –
BHWM
755
Bay Harbor Wealth Management
Maryland
$1.53K +$1.62K +8 New
TCA
756
Trifecta Capital Advisors
Illinois
$1.34K – – –
FW
757
Fairway Wealth
Ohio
$1.34K +$1.42K +7 New
RI
758
Ridgewood Investments
New Jersey
$1.3K +$1.42K +7 New
TFM
759
TFC Financial Management
Massachusetts
$958 -$203 -1 -17%
TWD
760
True Wealth Design
Ohio
$958 +$406 +2 +67%
AA
761
Addison Advisors
Vermont
$958 +$1.01K +5 New
GFPC
762
Global Financial Private Client
Florida
$957 – – –
RWM
763
Ruedi Wealth Management
Illinois
$957 +$1.01K +5 New
CAM
764
ClariVest Asset Management
California
$766 – – –
LFG
765
Larson Financial Group
Missouri
$766 – – –
AFWM
766
Abich Financial Wealth Management
Virginia
$766 +$812 +4 New
NL
767
NVWM LLC
Pennsylvania
$766 +$812 +4 New
Qube Research & Technologies (QRT)
768
Qube Research & Technologies (QRT)
United Kingdom
$383 -$217K -1,070 -100%
CSC
769
Caldwell Sutter Capital
California
$383 – – –
CAC
770
Core Alternative Capital
Georgia
$383 – – –
WA
771
WestEnd Advisors
North Carolina
$383 – – –
WPA
772
West Paces Advisors
Georgia
$383 – – –
RWMG
773
Redwood Wealth Management Group
New Jersey
$191 +$203 +1 New
DWM
774
Dogwood Wealth Management
Kansas
$3 – – –
ATO
775
Alecta Tjanstepension Omsesidigt
Sweden
– -$98M -494,998 Closed