Name Holding Trade Value Shares
Change
Change in
Stake
EWM
376
Evermay Wealth Management
Virginia
$370 +$497 +40 New
ADL
377
Asset Dedication LLC
California
$333 – – –
LFG
378
Larson Financial Group
Missouri
$324 +$149 +12 +52%
PFBT
379
Parkside Financial Bank & Trust
Missouri
$296 -$124 -10 -24%
FFL
380
Financial Freedom LLC
Ohio
$278 – – –
RWM
381
Raffa Wealth Management
District of Columbia
$278 – – –
WBC
382
West Branch Capital
Massachusetts
$278 – – –
LAM
383
Lummis Asset Management
Texas
$241 +$323 +26 New
FMP
384
Financial Management Professionals
Texas
$231 – – –
DPW
385
DiNuzzo Private Wealth
Pennsylvania
$167 -$99 -8 -31%
AWM
386
Abound Wealth Management
Tennessee
$167 – – –
JWA
387
JFS Wealth Advisors
Pennsylvania
$139 -$1.04K -84 -85%
VWM
388
Vermillion Wealth Management
Minnesota
$93 +$124 +10 New
AA
389
Addison Advisors
Vermont
$84 – – –
GFPC
390
Global Financial Private Client
Florida
$83 +$112 +9 New
AFG
391
Albion Financial Group
Utah
$56 -$645K -51,906 -100%
SIC
392
SJS Investment Consulting
Ohio
$56 -$397 -32 -84%
TWD
393
True Wealth Design
Ohio
$56 +$75 +6 New
IRC
394
Investors Research Corp
Georgia
$46 – – –
PWM
395
Parkworth Wealth Management
California
$28 +$37 +3 New
NS
396
NBC Securities
Alabama
$27 -$36.2K -2,918 -100%
AWM
397
Activest Wealth Management
Florida
$9 +$12 +1 New
RS
398
Robeco Schweiz
Switzerland
– -$56.3M -3,117,100 Closed
Point72 Asset Management
399
Point72 Asset Management
Connecticut
– -$29.1M -2,343,681 Closed
TCA
400
Tortoise Capital Advisors
Kansas
– -$28.8M -1,595,190 Closed