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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1101
Wealth Preservation Advisors
Tennessee
$3.71K +$4.05K +52 New
LWMI
1102
Legacy Wealth Management (Idaho)
Idaho
$3.64K – – –
GWSA
1103
Global Wealth Strategies & Associates
Colorado
$3.6K – – –
MDA
1104
Minot DeBlois Advisors
Massachusetts
$3.57K -$3.9K -50 -50%
Kayne Anderson Rudnick Investment Management
1105
Kayne Anderson Rudnick Investment Management
California
$3.5K – – –
BL
1106
BFSG LLC
California
$3.28K +$3.58K +46 New
SIM
1107
Synergy Investment Management
Florida
$3.14K -$22K -283 -87%
LWA
1108
Lowe Wealth Advisors
Maryland
$3.14K – – –
PCM
1109
Penserra Capital Management
California
$3K -$125K -1,605 -97%
CAWM
1110
Capital A Wealth Management
Pennsylvania
$3K -$234 -3 -7%
RF
1111
Roxbury Financial
New Jersey
$2.99K +$78 +1 +2%
S
1112
Sachetta
Massachusetts
$2.65K -$5.61K -72 -66%
CWM
1113
Crowley Wealth Management
Delaware
$2.57K – – –
TWD
1114
True Wealth Design
Ohio
$2.29K – – –
TC
1115
Truvestments Capital
Florida
$2.28K – – –
BFS
1116
Burkett Financial Services
South Carolina
$2.14K +$2.34K +30 New
PWA
1117
Physician Wealth Advisors
Utah
$2K +$2.18K +28 New
CWC
1118
Carolinas Wealth Consulting
North Carolina
$2K -$1.56K -20 -42%
M
1119
MOTCO
Texas
$1.71K -$4.05K -52 -68%
SIC
1120
SJS Investment Consulting
Ohio
$1.71K -$234 -3 -11%
T
1121
Transce3nd
Texas
$1.64K -$8.41K -108 -82%
GJIA
1122
Glass Jacobson Investment Advisors
Maryland
$1.58K – – –
AFG
1123
Albion Financial Group
Utah
$1.21K – – –
FG
1124
Fairman Group
Pennsylvania
$1.15K -$1.01K -13 Closed
VWA
1125
Valued Wealth Advisors
Utah
$1.08K – – –