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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
826
Institutional & Family Asset Management
Colorado
$5K
JFA
827
JNBA Financial Advisors
Minnesota
$5K
SC
828
Sawyer & Company
Massachusetts
$5K
RWM
829
Raffa Wealth Management
District of Columbia
$4.34K
PMFA
830
Plante Moran Financial Advisors
Michigan
$4K -$1.62K -13 -27%
CA
831
Clearstead Advisors
Ohio
$4K +$2.87K +23 +288%
RDWM
832
Red Door Wealth Management
Tennessee
$4K +$4.12K +33 New
FNBOSM
833
First National Bank of South Miami
Florida
$4K +$4.37K +35 New
AIA
834
Arcadia Investment Advisors
Idaho
$3.54K +$5.37K +43 New
FP
835
Financial Perspectives
Minnesota
$3.24K -$387K -3,102 -99%
CFD
836
Creative Financial Designs
Indiana
$3K
PCA
837
Providence Capital Advisors
North Carolina
$3K
SIM
838
Sentry Investment Management
Wisconsin
$3K +$2.62K +21 New
BWL
839
Bogart Wealth LLC
Virginia
$2K
EWA
840
Evolution Wealth Advisors
Florida
$2K
KFP
841
KB Financial Partners
New Jersey
$2K
TFM
842
TFC Financial Management
Massachusetts
$2K
BWM
843
Baystate Wealth Management
Massachusetts
$2K +$2.12K +17 New
CQS
844
Credential Qtrade Securities
$1.98K -$20K -160 -91%
Walleye Capital
845
Walleye Capital
New York
$1.42K +$1.43M +11,463 New
CAM
846
ClariVest Asset Management
California
$1K
GFPC
847
Global Financial Private Client
Florida
$1K
LAS
848
Lloyd Advisory Services
Georgia
$1K
NFSG
849
Newbridge Financial Services Group
Florida
$1K
SFO
850
Standard Family Office
South Dakota
$1K