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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
276
Medallion Wealth Advisors
Connecticut
$828
CA
277
Continuum Advisory
Idaho
$777 +$880 +93 New
SGFG
278
Silver Grove Financial Group
New York
$711 +$804 +85 New
CIA
279
Cape Investment Advisory
Georgia
$635 +$719 +76 New
CMA
280
Cedar Mountain Advisors
Oregon
$619 +$700 +74 New
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$568
LSA
282
Leonteq Securities AG
Switzerland
$535 -$235K -24,851 -100%
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$418
MCM
284
Manchester Capital Management
Vermont
$377
PPC
285
Park Place Capital
Alabama
$368
CA
286
CoreCap Advisors
Michigan
$293
BCV
287
Banque Cantonale Vaudoise
Switzerland
$239 +$270K +28,557 New
MA
288
MCF Advisors
Kentucky
$209 +$237 +25 New
TM
289
Torren Management
California
$184
NA
290
NewEdge Advisors
Louisiana
$125
GWM
291
Gilpin Wealth Management
Colorado
$109 +$123 +13 New
AWM
292
Abound Wealth Management
Tennessee
$59
DCM
293
Davis Capital Management
Florida
$59 +$66 +7 New
CA
294
Clearstead Advisors
Ohio
$34 +$38 +4 New
GIA
295
GHP Investment Advisors
Colorado
$17
VNA
296
Valley National Advisers
Pennsylvania
$17 +$19 +2 New
HFS
297
Hughes Financial Services
Virginia
$8 -$47 -5 -83%
PCM
298
Portolan Capital Management
Massachusetts
-$17.2M -1,570,560 Closed
Wellington Management Group
299
Wellington Management Group
Massachusetts
-$9.55M -871,228 Closed
ClearBridge Investments
300
ClearBridge Investments
New York
-$4.25M -387,912 Closed