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Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
501
Brandywine Oak Private Wealth
Pennsylvania
-$218K -9,591 Closed
ISWM
502
Independent Solutions Wealth Management
New York
-$218K -9,576 Closed
MS
503
Mizuho Securities
Japan
-$214K -9,400 Closed
LWA
504
Lineweaver Wealth Advisors
Ohio
-$204K -8,953 Closed
GA
505
GFS Advisors
Texas
-$202K -8,856 Closed
AIC
506
Ameritas Investment Company
Nebraska
-$205K -8,780 Closed
ASN
507
Advisory Services Network
Georgia
-$143K -6,251 Closed
EFSCE
508
Enterprise Financial Services Corp (EFSC)
Missouri
-$126K -5,497 Closed
SB
509
Strategic Blueprint
Georgia
-$124K -5,444 Closed
JEST
510
JTC Employer Solutions Trustee
Jersey
-$29K -1,256 Closed
PWP
511
Personal Wealth Partners
Minnesota
-$15K -650 Closed
CMF
512
Counterpoint Mutual Funds
California
-$13K -588 Closed
SMFG
513
Sumitomo Mitsui Financial Group
Japan
-$13K -550 Closed
AIM
514
Anchor Investment Management
South Carolina
-$6.78K -297 Closed
LFG
515
Larson Financial Group
Missouri
-$3K -136 Closed
GAM
516
Gemmer Asset Management
California
-$3K -115 Closed
First Manhattan
517
First Manhattan
New York
-$2K -103 Closed
MCM
518
Manchester Capital Management
Vermont
-$2K -70 Closed
SIM
519
Sonora Investment Management
Arizona
-$2K -69 Closed
CWC
520
Carolinas Wealth Consulting
North Carolina
-$863 -44 -98%
KIG
521
Kowal Investment Group
Wisconsin
+$20 +1 New
LWM
522
Liberty Wealth Management
California
+$20 +1 +3%