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Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
826
Lake Point Wealth Management
Texas
$9K – – –
FAG
827
Fortitude Advisory Group
Washington
$9K +$8.88K +32 New
EBA
828
Eagle Bay Advisors
New York
$8K -$833 -3 -9%
LS
829
Leelyn Smith
Illinois
$8K – – –
ARIS
830
Advanced Research Investment Solutions
California
$8K +$8.33K +30 New
BWP
831
Baldwin Wealth Partners
Massachusetts
$7K – – –
PFGIA
832
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
HI
833
Hudock Inc
Pennsylvania
$6K -$7.77K -28 -53%
CI Investments Inc
834
CI Investments Inc
Ontario, Canada
$6K – – –
PFA
835
Professional Financial Advisors
Nebraska
$6K – – –
CYG
836
Clean Yield Group
Vermont
$5K – – –
SIAP
837
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K – – –
TWM
838
Tradition Wealth Management
Minnesota
$5K – – –
CWP
839
Concord Wealth Partners
Virginia
$5K +$5.55K +20 New
AIM
840
Anchor Investment Management
South Carolina
$4.1K – – –
RWM
841
Raffa Wealth Management
District of Columbia
$4.1K – – –
VNA
842
Valley National Advisers
Pennsylvania
$4K – – –
BWA
843
BDO Wealth Advisors
Florida
$4K +$2.5K +9 +150%
EWA
844
EverSource Wealth Advisors
Alabama
$4K +$4.17K +15 New
SC
845
Stephens Consulting
Michigan
$3.55K +$3.61K +13 New
HVM
846
Harvest Volatility Management
Connecticut
$3.22K -$2.44M -8,792 -100%
BWM
847
Baystate Wealth Management
Massachusetts
$3K – – –
BA
848
Bellwether Advisors
Nebraska
$3K – – –
BWM
849
BerganKDV Wealth Management
Minnesota
$3K – – –
BCH
850
Berkshire Capital Holdings
California
$3K – – –