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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
551
Destiny Wealth Partners
Florida
$5K – – –
PWMG
552
Prestige Wealth Management Group
New Jersey
$5K – – –
PFBT
553
Parkside Financial Bank & Trust
Missouri
$5K +$1.2K +3 +33%
RWM
554
Raffa Wealth Management
District of Columbia
$4.16K +$801 +2 +25%
PGAM
555
Princeton Global Asset Management
New Jersey
$4K -$18K -45 -82%
BWM
556
BerganKDV Wealth Management
Minnesota
$4K – – –
SIA
557
Sit Investment Associates
Minnesota
$4K – – –
GWS
558
Glassman Wealth Services
Virginia
$4K +$1.2K +3 +50%
AF
559
Allworth Financial
California
$4K +$4K +10 New
TWA
560
TCI Wealth Advisors
Arizona
$4K +$4K +10 New
MWP
561
Meridian Wealth Partners
Pennsylvania
$4K +$4.4K +11 New
AIC
562
Ameritas Investment Company
Nebraska
$3.32K +$3.2K +8 New
NFSG
563
Newbridge Financial Services Group
Florida
$3K +$2.8K +7 New
VCM
564
Vigilant Capital Management
Maine
$3K +$3.2K +8 New
GFPC
565
Global Financial Private Client
Florida
$2.9K – – –
ACM
566
AUA Capital Management
Pennsylvania
$2K – – –
GRP
567
Global Retirement Partners
California
$2K +$1.6K +4 New
WCM
568
Wealthcare Capital Management
Virginia
$2K +$2K +5 New
SFO
569
Standard Family Office
South Dakota
$1K -$801 -2 -50%
SWA
570
SOA Wealth Advisors
New York
$1K – – –
VCM
571
Versant Capital Management
Arizona
$1K – – –
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$1K +$801 +2 New
CWP
573
Concord Wealth Partners
Virginia
$1K +$1.2K +3 New
CVA
574
Ceredex Value Advisors
Florida
– -$29.3M -71,150 Closed
CCM
575
Cinctive Capital Management
New York
– -$7.87M -19,120 Closed
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