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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Abound Wealth Management
Tennessee
$2.27K
RWM
602
Raffa Wealth Management
District of Columbia
$2.19K
GI
603
Gradient Investments
Minnesota
$2.11K
Lazard Asset Management
604
Lazard Asset Management
New York
$2K -$1.27M -15,639 -100%
TWA
605
TCI Wealth Advisors
Arizona
$1.96K -$81 -1 -4%
KFS
606
Kelly Financial Services
Massachusetts
$1.96K
HCP
607
Hexagon Capital Partners
Arkansas
$1.8K -$1.86K -23 -50%
JWA
608
JFS Wealth Advisors
Pennsylvania
$1.72K -$3.97K -49 -69%
BWAM
609
Boyd Watterson Asset Management
Ohio
$1.72K
NC
610
NewSquare Capital
Pennsylvania
$1.72K +$1.78K +22 New
EBA
611
Eagle Bay Advisors
New York
$1.64K -$1.78K -22 -51%
RTL
612
Red Tortoise LLC
Georgia
$1.57K
DI
613
Disciplined Investments
Oklahoma
$1.57K +$324 +4 +25%
FSWA
614
Financial Synergies Wealth Advisors
Texas
$1.57K +$1.62K +20 New
CFO
615
CVA Family Office
Colorado
$1.33K
DWA
616
Delos Wealth Advisors
Texas
$1.18K
EI
617
Ellevest Inc
New York
$1.1K -$1.78K -22 -61%
KFP
618
KB Financial Partners
New Jersey
$1K
VNA
619
Valley National Advisers
Pennsylvania
$1K
WAS
620
Winch Advisory Services
Wisconsin
$1K
MBFW
621
Morton Brown Family Wealth
Pennsylvania
$940 +$972 +12 New
Commonwealth Equity Services
622
Commonwealth Equity Services
Massachusetts
$856 -$363K -4,489 -29%
TCA
623
Trifecta Capital Advisors
Illinois
$627 -$3.24K -40 -83%
FWM
624
Focused Wealth Management
New York
$626
2L
625
25 LLC
Missouri
$477 +$486 +6 New