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Name Holding Trade Value Shares
Change
Change in
Stake
TL
601
TrueWealth LLC
Georgia
$2K -$459 -23 -16%
CTB
602
Country Trust Bank
Illinois
$2K
MWM
603
Mascoma Wealth Management
New Hampshire
$2K
NWM
604
Northwest Wealth Management
Iowa
$2K
PG
605
Patten Group
Tennessee
$2K
EWM
606
Executive Wealth Management
Michigan
$2K +$1.9K +95 New
FGC
607
Financial Gravity Companies
Texas
$2K +$2.3K +115 New
WCM
608
WealthBridge Capital Management
Ohio
$2K +$2.52K +126 New
WIM
609
Westside Investment Management
California
$1.43K
BWP
610
Baldwin Wealth Partners
Massachusetts
$1K -$250K -12,524 -100%
CFG
611
Citizens Financial Group
Rhode Island
$1K -$739 -37 -37%
CS
612
Candriam SCA
Luxembourg
$1K -$20 -1 -3%
AIS
613
Accurate Investment Solutions
Pennsylvania
$1K
AWM
614
Aevitas Wealth Management
Massachusetts
$1K
IF
615
Ironwood Financial
Arizona
$1K
LYV
616
Live Your Vision
Pennsylvania
$1K
LWA
617
Lowe Wealth Advisors
Maryland
$1K
SIAP
618
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K
NSG
619
Nalls Sherbakoff Group
Tennessee
$1K +$559 +28 New
TRCT
620
Tower Research Capital (TRC)
New York
$1K +$779 +39 +355%
CFA
621
Clarfeld Financial Advisors
New York
$1K +$879 +44 New
BCA
622
Berman Capital Advisors
Georgia
$1K +$2K +100 New
RWM
623
Raffa Wealth Management
District of Columbia
$530
CIA
624
Cascade Investment Advisors
Oregon
$501
Jennison Associates
625
Jennison Associates
New York
-$16.7M -770,399 Closed