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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
401
Liberty Wealth Management
California
$5K – – –
RIM
402
Rockbridge Investment Management
New York
$5K +$2.27K +15 +100%
HWM
403
HighMark Wealth Management
Minnesota
$4K -$756 -5 -16%
PWMG
404
Prestige Wealth Management Group
New Jersey
$4K – – –
PB
405
Pinnacle Bancorp
Nebraska
$4K +$4.08K +27 New
KFS
406
Kelly Financial Services
Massachusetts
$3.64K – – –
SA
407
SRH Advisors
Kansas
$3K – – –
VNA
408
Valley National Advisers
Pennsylvania
$3K – – –
RWM
409
Raffa Wealth Management
District of Columbia
$2.5K +$2.42K +16 New
TFS
410
TrustCore Financial Services
Tennessee
$2K -$29.6K -196 -94%
CMA
411
Cedar Mountain Advisors
Oregon
$2K – – –
HCP
412
Hexagon Capital Partners
Arkansas
$2K – – –
TCM
413
Tradewinds Capital Management
Washington
$2K – – –
MCF Advisors
414
MCF Advisors
Kentucky
$2K +$2.27K +15 New
Gradient Investments
415
Gradient Investments
Minnesota
$1K -$908 -6 -55%
UFF
416
USA Financial Formulas
Michigan
$1K -$151 -1 -10%
PFA
417
Professional Financial Advisors
Nebraska
$1K – – –
SIAP
418
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K – – –
TFM
419
TFC Financial Management
Massachusetts
$1K – – –
AWM
420
Activest Wealth Management
Florida
$1K +$303 +2 New
TF
421
TimeScale Financial
Massachusetts
$1K +$1.06K +7 New
WIM
422
Westside Investment Management
California
$7 – – –
Fiera Capital (Canada)
423
Fiera Capital (Canada)
Quebec, Canada
– -$30.6M -197,879 Closed
Wellcome Trust
424
Wellcome Trust
United Kingdom
– -$22.1M -143,000 Closed
Qube Research & Technologies (QRT)
425
Qube Research & Technologies (QRT)
United Kingdom
– -$3.86M -24,976 Closed