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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1251
Bogart Wealth LLC
Virginia
$1.55K -$4.59K -31 -79%
RWM
1252
Raffa Wealth Management
District of Columbia
$1.55K – – –
FP
1253
Financial Perspectives
Minnesota
$1.36K – – –
NC
1254
North Capital
Utah
$1.36K – – –
TCOV
1255
Trust Company of Vermont
Vermont
$1.36K – – –
PK
1256
Pflug Koory
Nebraska
$978 +$740 +5 New
AIC
1257
Archer Investment Corporation
Indiana
$972 – – –
PWM
1258
Parkworth Wealth Management
California
$969 +$740 +5 New
HWA
1259
HHM Wealth Advisors
Tennessee
$776 – – –
PWAM
1260
Private Wealth Asset Management
Iowa
$775 – – –
TIM
1261
Total Investment Management
Arizona
$775 +$592 +4 New
PWS
1262
Peterson Wealth Services
Utah
$582 +$444 +3 New
NL
1263
NVWM LLC
Pennsylvania
$581 -$1.26M -8,543 -100%
BFS
1264
Bare Financial Services
Pennsylvania
$581 +$444 +3 New
GBT
1265
Grove Bank & Trust
Florida
$581 +$444 +3 New
YAL
1266
Your Advocates Ltd
Texas
$581 +$444 +3 New
B
1267
Birchbrook
Maine
$388 +$296 +2 New
IAS
1268
IMA Advisory Services
Colorado
$388 +$296 +2 New
DF
1269
DecisionPoint Financial
Arizona
$371 +$296 +2 New
EWP
1270
Elevation Wealth Partners
California
$194 – – –
GGI
1271
Godsey & Gibb Inc
Virginia
$194 +$148 +1 New
HNW
1272
High Note Wealth
Minnesota
$194 +$148 +1 New
DF
1273
Dunhill Financial
United Kingdom
$97 – – –
MFT
1274
Moisand Fitzgerald Tamayo
Florida
$56 – – –
D.E. Shaw & Co
1275
D.E. Shaw & Co
New York
– -$75M -507,097 Closed