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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
401
CI Investments Inc
Ontario, Canada
$2K
EFSCE
402
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
PCG
403
Private Capital Group
Connecticut
$2K
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$2K +$236 +1 +8%
FHA
405
First Horizon Advisors
Tennessee
$2K +$1.18K +5 +100%
PA
406
PSI Advisors
Florida
$2K +$1.18K +5 +100%
JFA
407
JNBA Financial Advisors
Minnesota
$2K +$2.12K +9 New
SFO
408
Standard Family Office
South Dakota
$2K +$2.12K +9 New
AWA
409
Aquire Wealth Advisors
Utah
$2K +$2.83K +12 New
FFG
410
Ford Financial Group
California
$2K +$3.54K +15 New
RWM
411
Raffa Wealth Management
District of Columbia
$1.71K
VNA
412
Valley National Advisers
Pennsylvania
$1K -$4.01K -17 -77%
MIM
413
Macroview Investment Management
Maryland
$1K
TF
414
TimeScale Financial
Massachusetts
$1K
ACM
415
AUA Capital Management
Pennsylvania
$1K +$236 +1 +17%
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$1K +$708 +3 New
Jones Financial Companies
417
Jones Financial Companies
Missouri
$1K +$944 +4 New
CAC
418
Core Alternative Capital
Georgia
$1K +$1.18K +5 New
SC
419
Schubert & Co
Texas
$1K +$1.18K +5 New
JWA
420
JFS Wealth Advisors
Pennsylvania
$1K +$1.42K +6 New
LWA
421
Lenox Wealth Advisors
New York
$1K +$1.65K +7 New
SCA
422
Snowden Capital Advisors
New York
$1K +$1.65K +7 New
SWA
423
Sutton Wealth Advisors
Florida
$950
GEA
424
Glen Eagle Advisors
New Jersey
$760
SCM
425
Simcoe Capital Management
New York
-$24M -94,020 Closed