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Name Holding Trade Value Shares
Change
Change in
Stake
RG
1501
Retirement Group
California
$67.6K +$25.7K +270 +71%
NFSG
1502
Newbridge Financial Services Group
Florida
$67.5K -$36.7K -385 -37%
W
1503
WealthCollab
Washington
$66.4K +$60.8K +638 New
TC
1504
Truvestments Capital
Florida
$64.9K +$2.29K +24 +4%
JPWM
1505
Jamison Private Wealth Management
Georgia
$60.6K – – –
GIS
1506
Grayhawk Investment Strategies
Alberta, Canada
$59.9K +$54.9K +576 New
FFA
1507
Frazier Financial Advisors
Ohio
$59.6K +$54.6K +573 New
OCM
1508
Orion Capital Management
California
$59.3K – – –
NL
1509
NVWM LLC
Pennsylvania
$58.5K -$9.54K -100 -15%
RA
1510
Rise Advisors
New York
$56.1K +$29K +304 +129%
PCM
1511
Perritt Capital Management
Illinois
$54.6K – – –
FWM
1512
Focused Wealth Management
New York
$53.4K +$6.29K +66 +15%
BWM
1513
Baystate Wealth Management
Massachusetts
$53.1K +$10.9K +114 +29%
GKIM
1514
GW&K Investment Management
Massachusetts
$53K -$674K -7,071 -93%
LFG
1515
Larson Financial Group
Missouri
$52.5K -$4.48K -47 -9%
MSFP
1516
Mark Sheptoff Financial Planning
Connecticut
$52.4K – – –
CWM
1517
CarsonAllaria Wealth Management
Illinois
$52K – – –
PH
1518
Pinnacle Holdings
Oklahoma
$52K – – –
SIS
1519
Sound Income Strategies
Florida
$51.4K – – –
HWA
1520
HHM Wealth Advisors
Tennessee
$51.1K – – –
T
1521
Tidemark
California
$50K +$45.9K +481 New
B
1522
Birchbrook
Maine
$49K +$44.9K +471 New
FPF
1523
First Pacific Financial
Washington
$48.5K +$1.33K +14 +3%
JSP
1524
Jackson Square Partners
California
$48.2K -$24.3K -255 -36%
LWA
1525
Lowe Wealth Advisors
Maryland
$47K – – –