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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Evermay Wealth Management
Virginia
$1.53K – – –
GIA
602
GHP Investment Advisors
Colorado
$1.53K – – –
PCM
603
Perritt Capital Management
Illinois
$1.53K – – –
DF
604
Dunhill Financial
United Kingdom
$1.49K +$1.13K +6 +300%
CIAM
605
Caitong International Asset Management
Hong Kong
$1.34K -$7.16K -38 -84%
AW
606
Avion Wealth
Texas
$1K – – –
NWM
607
Navigoe Wealth Management
California
$1K +$1.51K +8 New
SIC
608
SJS Investment Consulting
Ohio
$956 – – –
BLC
609
Brown, Lisle/Cummings
Rhode Island
$955 – – –
First Command Advisory Services
610
First Command Advisory Services
Texas
$955 – – –
Kayne Anderson Rudnick Investment Management
611
Kayne Anderson Rudnick Investment Management
California
$955 – – –
MAS
612
MPWM Advisory Solutions
Georgia
$955 – – –
WWA
613
Wealth Watch Advisors
Colorado
$955 +$942 +5 New
TFM
614
TFC Financial Management
Massachusetts
$765 – – –
KA
615
Kozak & Associates
Colorado
$726 – – –
BMC
616
Bear Mountain Capital
Washington
$606 +$565 +3 New
Horizon Investments
617
Horizon Investments
North Carolina
$573 – – –
GWSA
618
Global Wealth Strategies & Associates
Colorado
$573 +$565 +3 New
GA
619
Guerra Advisors
Florida
$415 +$377 +2 New
AWM
620
Activest Wealth Management
Florida
$382 – – –
RA
621
Rise Advisors
New York
$309 – – –
AGWCA
622
Annis Gardner Whiting Capital Advisors
Florida
$192 -$4.9K -26 -96%
HNW
623
High Note Wealth
Minnesota
$191 -$754 -4 -80%
GFWA
624
Grey Fox Wealth Advisors
Delaware
$191 +$188 +1 New
Curi RMB Capital
625
Curi RMB Capital
Illinois
– -$5.01M -29,095 Closed