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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1351
Avior Wealth Management
Nebraska
$11K +$6.75K +71 +203%
AM
1352
Atwater Malick
Pennsylvania
$11K +$9.51K +100 New
TIM
1353
Tortoise Investment Management
New York
$10K
CAC
1354
Certified Advisory Corp
Florida
$10K +$2K +21 +30%
BL
1355
Balentine LLC
Georgia
$9K +$1.05K +11 +15%
EWA
1356
Evolution Wealth Advisors
Florida
$8K
IF
1357
Ironwood Financial
Arizona
$8K
APC
1358
Aspire Private Capital
North Carolina
$8K +$95 +1 +1%
OFS
1359
Orrstown Financial Services
Pennsylvania
$7K
RWM
1360
Raffa Wealth Management
District of Columbia
$5.24K +$4.66K +49 New
GC
1361
Globeflex Capital
California
$5K -$2.19K -23 -31%
AA
1362
AlphaMark Advisors
Kentucky
$5K
CH
1363
Canton Hathaway
Rhode Island
$5K
HWM
1364
Holloway Wealth Management
Florida
$5K
NL
1365
NVWM LLC
Pennsylvania
$5K
TF
1366
TimeScale Financial
Massachusetts
$5K
MIM
1367
Macroview Investment Management
Maryland
$4K
CIR
1368
Clear Investment Research
Georgia
$3K
KIG
1369
Kessler Investment Group
Indiana
$3K
NR
1370
Newfound Research
Massachusetts
$3K +$95 +1 +4%
PWMG
1371
Prestige Wealth Management Group
New Jersey
$3K +$2.57K +27 New
NCM
1372
Next Capital Management
New York
$2K -$10.8K -114 -86%
GFPC
1373
Global Financial Private Capital
Florida
$1K
Fidelity International
1374
Fidelity International
Bermuda
$1K +$190 +2 +17%
Capital World Investors
1375
Capital World Investors
California
-$1.36B -15,752,594 Closed