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Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
651
Signature Wealth Management Group
Georgia
$5K +$5.8K +100 New
YWP
652
YorkBridge Wealth Partners
New York
$4K -$2.67K -46 -36%
SP
653
SWS Partners
Ohio
$4K – – –
VFA
654
Valeo Financial Advisors
Indiana
$4K – – –
IWP
655
Icon Wealth Partners
Texas
$4K +$4.64K +80 New
ATC
656
Adirondack Trust Company
New York
$3K – – –
AFNAS
657
American Financial Network Advisory Services
California
$3K – – –
GWS
658
Glassman Wealth Services
Virginia
$3K +$3.36K +58 New
AAP
659
Arax Advisory Partners
Colorado
$2K -$4.29K -74 -63%
BWM
660
Baystate Wealth Management
Massachusetts
$2K – – –
CFD
661
Creative Financial Designs
Indiana
$2K – – –
PO
662
Private Ocean
California
$2K +$2.09K +36 New
AWA
663
Acorn Wealth Advisors
Michigan
$2K +$2.55K +44 New
CMBA
664
C.M. Bidwell & Associates
Hawaii
$1K – – –
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
MA
666
MCF Advisors
Kentucky
$1K – – –
SCA
667
Stuart Chaussee & Associates
California
$1K – – –
GTAM
668
Global Trust Asset Management
Florida
$1K +$1.04K +18 New
AWM
669
Avior Wealth Management
Nebraska
$1K +$1.16K +20 New
BWA
670
BDO Wealth Advisors
Florida
$1K +$1.16K +20 New
ETC
671
Evercore Trust Company
New York
– -$1.14B -20,052,256 Closed
NFA
672
Nationwide Fund Advisors
Ohio
– -$19.1M -334,068 Closed
CM
673
Churchill Management
California
– -$18.2M -318,410 Closed
MSE
674
MUFG Securities EMEA
United Kingdom
– -$11.4M -200,000 Closed
Credit Agricole
675
Credit Agricole
France
– -$5.75M -100,860 Closed