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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
926
Davidson Capital Management
Texas
$3K +$999 +3 +75%
HF
927
Halpern Financial
Virginia
$2.32K -$2.33K -7 -54%
FF
928
FourThought Financial
Florida
$2K -$6.99K -21 -78%
PWM
929
Prentice Wealth Management
New York
$2K -$2.66K -8 -67%
CCA
930
Column Capital Advisors
Indiana
$2K – – –
DI
931
Disciplined Investments
Oklahoma
$2K – – –
DSC
932
Duncker Streett & Co
Missouri
$2K – – –
IF
933
Ironwood Financial
Arizona
$2K – – –
NWM
934
Navigation Wealth Management
Colorado
$2K – – –
PSIWM
935
Paradigm Strategies in Wealth Management
Minnesota
$2K – – –
SFPG
936
Stonebridge Financial Planning Group
Florida
$2K – – –
CFO
937
CVA Family Office
Colorado
$2K +$1.67K +5 New
WBC
938
West Branch Capital
Massachusetts
$2K +$1.67K +5 New
TPCW
939
TD Private Client Wealth
New York
$1.55K – – –
BBL
940
Beck Bode LLC
Massachusetts
$1K -$12.4M -37,210 -100%
IFAM
941
Institutional & Family Asset Management
Colorado
$1K -$3.33K -10 -83%
IHWM
942
Iron Horse Wealth Management
Iowa
$1K – – –
PAI
943
Pittenger & Anderson Inc
Nebraska
$1K – – –
SL
944
Savior LLC
Massachusetts
$1K – – –
DWA
945
Delos Wealth Advisors
Texas
$1K +$666 +2 New
WIM
946
Westside Investment Management
California
$55 – – –
RC
947
Renaissance Capital
Connecticut
– -$66.2M -206,114 Closed
SI
948
SQN Investors
California
– -$53M -165,095 Closed
TCA
949
Transcend Capital Advisors
New Jersey
– -$25.6M -79,528 Closed
OPERF
950
Oregon Public Employees Retirement Fund
Oregon
– -$22.6M -70,425 Closed