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Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
2576
1832 Asset Management
Ontario, Canada
$13K -$10.5M -473,022 -100%
CWAF
2577
Core Wealth Advisors (Florida)
Florida
$11K -$25.5K -1,155 -70%
BC
2578
Barnett & Company
Tennessee
$11K
WLPWM
2579
Walled Lake Planning & Wealth Management
Illinois
$11K +$88 +4 +0.8%
CQS
2580
Credential Qtrade Securities
$10.8K
AWMS
2581
Advocacy Wealth Management Services
Georgia
$9K
CIAS
2582
CBIZ Investment Advisory Services
Ohio
$9K
KIG
2583
Kessler Investment Group
Indiana
$9K
AFIA
2584
America First Investment Advisors
Nebraska
$8K
BCM
2585
Bourgeon Capital Management
Connecticut
$6K -$15.9K -721 -75%
SGAM
2586
Smith Group Asset Management
Texas
$6K
BFG
2587
Baron Financial Group
New Jersey
$5.8K -$3.96K -179 -41%
MIM
2588
Macroview Investment Management
Maryland
$5K
SFMG
2589
Sage Financial Management Group
Virginia
$5K +$4.53K +205 New
HFS
2590
Horizon Financial Services
North Carolina
$4K -$34.8K -1,575 -90%
APW
2591
Acima Private Wealth
Virginia
$4K
TLFA
2592
True Link Financial Advisors
California
$3K -$8.91K -403 -78%
LB
2593
Legacy Bridge
Iowa
$3K
CIA
2594
CSat Investment Advisory
Michigan
$3K +$464 +21 +20%
EAM
2595
Eukles Asset Management
Ohio
$3K +$2.43K +110 New
GA
2596
GoalVest Advisory
New York
$2K -$560K -25,307 -100%
UFF
2597
USA Financial Formulas
Michigan
$2K -$597 -27 -25%
ARIS
2598
Advanced Research Investment Solutions
California
$2K
MWA
2599
Moser Wealth Advisors
Washington
$2K +$641 +29 +44%
CPWM
2600
Cypress Point Wealth Management
Texas
$1K -$227K -10,260 -100%