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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1226
Fairfield Financial Advisors
Massachusetts
$10.5K +$9.96K +254 New
WWP
1227
WR Wealth Planners
Missouri
$10.1K +$9.53K +243 New
CAL
1228
Capital Advisors Ltd
Ohio
$10K – – –
FFA
1229
Freedman Financial Associates
Massachusetts
$10K – – –
LF
1230
Lee Financial
Texas
$10K – – –
IFAM
1231
Institutional & Family Asset Management
Colorado
$9K +$39 +1 +0.4%
TAIM
1232
TD Ameritrade Investment Management
Nebraska
$9K +$1.02K +26 +14%
CWM
1233
Curi Wealth Management
North Carolina
$8K – – –
GAM
1234
Gemmer Asset Management
California
$8K – – –
LB
1235
Legacy Bridge
Iowa
$8K – – –
TIM
1236
Tortoise Investment Management
New York
$8K – – –
DC
1237
DeDora Capital
California
$8K +$8.04K +205 New
PWMG
1238
Prestige Wealth Management Group
New Jersey
$7K -$412K -10,516 -98%
CI Investments Inc
1239
CI Investments Inc
Ontario, Canada
$7K – – –
HWMA
1240
Heritage Wealth Management (Arizona)
Arizona
$7K +$6.94K +177 New
FP
1241
Financial Perspectives
Minnesota
$6.55K – – –
LFG
1242
Larson Financial Group
Missouri
$6K -$22.7K -578 -79%
GWMIA
1243
Global Wealth Management Investment Advisory
Florida
$6K – – –
JMF
1244
Johnson Midwest Financial
Iowa
$6K – – –
MWM
1245
Mascoma Wealth Management
New Hampshire
$6K – – –
OIA
1246
Optimum Investment Advisors
Illinois
$6K – – –
PAI
1247
Pittenger & Anderson Inc
Nebraska
$6K – – –
TJHA
1248
Thomas J. Herzfeld Advisors
Florida
$6K – – –
WOC
1249
West Oak Capital
California
$6K – – –
WWM
1250
Wolff Wiese Magana
California
$6K +$5.49K +140 New