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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%