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Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
2951
Lake Point Wealth Management
Texas
$10K +$51 +1 +0.5%
IRAG
2952
Investment Research & Advisory Group
Georgia
$10K +$5.06K +100 +100%
MW
2953
Milestone Wealth
New York
$8K – – –
CF
2954
Concorde Financial
Texas
$8K +$7.84K +155 New
TAM
2955
Tucker Asset Management
Colorado
$7.36K -$2.07K -41 -22%
UFF
2956
USA Financial Formulas
Michigan
$7K – – –
WA
2957
Win Advisors
Florida
$6K +$2.68K +53 +80%
SSC
2958
Syverson Strege & Co
Iowa
$5K -$17.4K -343 -79%
BCM
2959
Bourgeon Capital Management
Connecticut
$5K +$5.06K +100 New
EAM
2960
Eukles Asset Management
Ohio
$4K – – –
MAM
2961
Marquette Asset Management
Minnesota
$4K +$51 +1 +1%
PPWM
2962
PFG Private Wealth Management
Florida
$4K +$1.87K +37 +88%
WA
2963
WestEnd Advisors
North Carolina
$3.1K +$3.09K +61 New
JIR
2964
James Investment Research
Ohio
$3K -$155K -3,065 -98%
LC
2965
Legacy CG
Texas
$3K +$3.09K +61 New
DFCM
2966
Dark Forest Capital Management
Puerto Rico
$3K +$3.39K +67 New
SFCL
2967
Strengthening Families & Communities LLC
Massachusetts
$2K – – –
ONST
2968
Old North State Trust
North Carolina
$1.56K – – –
FSWA
2969
Financial Synergies Wealth Advisors
Texas
$1.01K +$1.01K +20 New
DWA
2970
Dougherty Wealth Advisers
Minnesota
$1K – – –
YAL
2971
Your Advocates Ltd
Texas
$1K – – –
RA
2972
RiverPark Advisors
New York
$1K +$1.16K +23 New
HF
2973
Halpern Financial
Virginia
$180 -$4.55K -90 -96%
ECP
2974
Empyrean Capital Partners
California
– -$125M -2,453,891 Closed
Point72 Asset Management
2975
Point72 Asset Management
Connecticut
– -$72M -1,424,000 Closed