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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
651
Sutton Wealth Advisors
Florida
$3.45K
PCFFS
652
Pacific Center for Financial Services
California
$3.18K
QC
653
Quent Capital
New York
$3.18K
WPWM
654
Western Pacific Wealth Management
Illinois
$2.69K
LFA
655
Legend Financial Advisors
Pennsylvania
$2.43K
SCA
656
Stonebridge Capital Advisors
Minnesota
$2.26K
NCM
657
Northwest Capital Management
Oregon
$2.21K +$2.21K +41 New
RWM
658
Raffa Wealth Management
District of Columbia
$2.16K
NSIM
659
North Star Investment Management
Illinois
$1.89K
AFG
660
Albion Financial Group
Utah
$1.35K +$1.34K +25 New
AWM
661
Abound Wealth Management
Tennessee
$1.29K
FFC
662
First Financial Corp
Indiana
$1.13K -$1.08K -20 -49%
TCM
663
TD Capital Management
Tennessee
$1.08K
AW
664
Avion Wealth
Texas
$1K
CA
665
Centerpoint Advisors
Massachusetts
$1K
FPB
666
First PREMIER Bank
South Dakota
$1K
DWA
667
Delos Wealth Advisors
Texas
$971
FGAM
668
Financial Gravity Asset Management
Texas
$883
GAG
669
Goodman Advisory Group
Massachusetts
$539
NECFA
670
New England Capital Financial Advisors
Connecticut
$539
RG
671
Retirement Group
California
$431 +$430 +8 New
FBC
672
Fairfield, Bush & Co
Connecticut
$108 +$108 +2 New
ITP
673
Iron Triangle Partners
Connecticut
-$64.2M -1,179,736 Closed
PA
674
Perceptive Advisors
New York
-$41.8M -768,101 Closed
HA
675
HHLR Advisors
Cayman Islands
-$11.2M -205,700 Closed