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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
926
West Branch Capital
Massachusetts
$3K – – –
FF
927
FourThought Financial
Florida
$3K +$1.2K +4 +50%
BBPWM
928
Blue Bell Private Wealth Management
Pennsylvania
$3K +$2.99K +10 New
FWA
929
FSC Wealth Advisors
New York
$3K +$2.99K +10 New
BHWM
930
Beaird Harris Wealth Management
Texas
$3K +$3.29K +11 New
S
931
Surevest
California
$3K +$3.29K +11 New
SCA
932
Snowden Capital Advisors
New York
$2K -$240K -801 -99%
SPA
933
Shore Point Advisors
New Jersey
$2K +$1.79K +6 New
LCM
934
Logan Capital Management
Pennsylvania
$2K +$2.39K +8 New
MAWCM
935
Mine & Arao Wealth Creation & Management
California
$2K +$2.69K +9 New
TCWM
936
Total Clarity Wealth Management
Illinois
$1K -$15K -50 -93%
EBA
937
Eagle Bay Advisors
New York
$1K -$598 -2 -50%
CA
938
Crewe Advisors
Utah
$1K – – –
HWM
939
HighMark Wealth Management
Minnesota
$1K – – –
CAL
940
Capital Advisors Ltd
Ohio
$1K +$598 +2 New
HNWA
941
Henrickson Nauta Wealth Advisors
Michigan
$1K +$897 +3 New
JFA
942
JNBA Financial Advisors
Minnesota
$1K +$897 +3 New
AA
943
Addison Advisors
Vermont
$1K +$1.2K +4 New
CAC
944
Core Alternative Capital
Georgia
$1K +$1.2K +4 New
Jones Financial Companies
945
Jones Financial Companies
Missouri
$1K +$1.2K +4 New
FFG
946
Ford Financial Group
California
$1K +$1.5K +5 New
GFPC
947
Global Financial Private Client
Florida
$790 – – –
AIC
948
Archer Investment Corporation
Indiana
$263 +$299 +1 New
PI
949
Putnam Investments
Massachusetts
– -$180M -563,308 Closed
SCM
950
Suvretta Capital Management
New York
– -$165M -516,520 Closed