Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Avior Wealth Management
Nebraska
$3.04K -$3.85K -44 -52%
BFP
502
Briaud Financial Planning
Texas
$3K – – –
BAM
503
Byrne Asset Management
New Jersey
$2.82K +$700 +8 +27%
BCMLT
504
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.45K – – –
IAIM
505
International Assets Investment Management
Florida
$2.45K +$2.89K +33 New
PP
506
Pacifica Partners
Canada
$2.06K +$2.54K +29 New
QC
507
Quent Capital
New York
$1.85K – – –
PWMG
508
Prestige Wealth Management Group
New Jersey
$1.71K – – –
SIC
509
SJS Investment Consulting
Ohio
$1.56K – – –
CA
510
Clearstead Advisors
Ohio
$1.48K – – –
DPW
511
DiNuzzo Private Wealth
Pennsylvania
$1.41K +$175 +2 +12%
FG
512
Fairman Group
Pennsylvania
$1.33K – – –
FMP
513
Financial Management Professionals
Texas
$1K – – –
VNA
514
Valley National Advisers
Pennsylvania
$1K – – –
CB
515
Chris Bulman
California
$815 +$962 +11 New
RCM
516
Raleigh Capital Management
North Carolina
$741 – – –
MA
517
Montag & Associates
Georgia
$593 – – –
PPWM
518
PFG Private Wealth Management
Florida
$519 – – –
RWM
519
Raffa Wealth Management
District of Columbia
$445 – – –
VWA
520
Valued Wealth Advisors
Utah
$371 +$175 +2 +67%
PPA
521
Painted Porch Advisors
California
$222 +$262 +3 New
TFM
522
TFC Financial Management
Massachusetts
$75 +$87 +1 New
AIG
523
American International Group
New York
– -$14.4M -144,666 Closed
JGC
524
J. Goldman & Co
New York
– -$10.7M -107,748 Closed
TPSF
525
Texas Permanent School Fund
Texas
– -$9.48M -95,041 Closed