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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
926
Private Wealth Management Group
New Jersey
$2.04K
RWM
927
Raffa Wealth Management
District of Columbia
$2.04K
AW
928
Avion Wealth
Texas
$2K +$338 +1 +17%
TWD
929
True Wealth Design
Ohio
$1.7K -$4.05K -12 -71%
CWC
930
Carolinas Wealth Consulting
North Carolina
$1.36K
HI
931
Human Investing
Oregon
$1.36K +$1.35K +4 New
CCM
932
Copeland Capital Management
Pennsylvania
$1.36K -$1.01K -3 -43%
LIM
933
Longfellow Investment Management
Massachusetts
$1.02K -$250K -740 -100%
HFS
934
Horizon Financial Services
North Carolina
$1.02K
VNA
935
Valley National Advisers
Pennsylvania
$1K +$1.69K +5 New
ATC
936
Advantage Trust Company
Kansas
$717 +$2.02K +6 New
CA
937
Crewe Advisors
Utah
$679 -$5.4K -16 -89%
MRP
938
Measured Risk Portfolios
California
$679 +$675 +2 New
PWM
939
Parkworth Wealth Management
California
$679 +$675 +2 New
LIS
940
Legacy Investment Solutions
Idaho
$678
LWMI
941
Legacy Wealth Management (Idaho)
Idaho
$678
TFM
942
TFC Financial Management
Massachusetts
$340
MSWM
943
Mowery & Schoenfeld Wealth Management
Illinois
$340 +$338 +1 New
WCM
944
WealthTrak Capital Management
Virginia
$340 +$338 +1 New
PWA
945
Principia Wealth Advisory
Texas
$339 +$338 +1 New
RS
946
Rakuten Securities
Japan
$339 +$338 +1 New
SIS
947
Sound Income Strategies
Florida
$339 +$338 +1 New
Fuller & Thaler Asset Management
948
Fuller & Thaler Asset Management
California
$2
IAIM
949
International Assets Investment Management
Florida
-$450 -130,338 Closed
Arrowstreet Capital
950
Arrowstreet Capital
Massachusetts
-$9.91M -34,194 Closed