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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Sugarloaf Wealth Management
Georgia
$2.35K – – –
AWM
602
Abound Wealth Management
Tennessee
$2.27K – – –
RWM
603
Raffa Wealth Management
District of Columbia
$2.19K – – –
GI
604
Gradient Investments
Minnesota
$2.11K – – –
Lazard Asset Management
605
Lazard Asset Management
New York
$2K -$1.27M -15,639 -100%
TWA
606
TCI Wealth Advisors
Arizona
$1.96K -$81 -1 -4%
KFS
607
Kelly Financial Services
Massachusetts
$1.96K – – –
HCP
608
Hexagon Capital Partners
Arkansas
$1.8K -$1.86K -23 -50%
JWA
609
JFS Wealth Advisors
Pennsylvania
$1.72K -$3.97K -49 -69%
BWAM
610
Boyd Watterson Asset Management
Ohio
$1.72K – – –
NC
611
NewSquare Capital
Pennsylvania
$1.72K +$1.78K +22 New
EBA
612
Eagle Bay Advisors
New York
$1.64K -$1.78K -22 -51%
RTL
613
Red Tortoise LLC
Georgia
$1.57K – – –
DI
614
Disciplined Investments
Oklahoma
$1.57K +$324 +4 +25%
FSWA
615
Financial Synergies Wealth Advisors
Texas
$1.57K +$1.62K +20 New
CFO
616
CVA Family Office
Colorado
$1.33K – – –
DWA
617
Delos Wealth Advisors
Texas
$1.18K – – –
EI
618
Ellevest Inc
New York
$1.1K -$1.78K -22 -61%
KFP
619
KB Financial Partners
New Jersey
$1K – – –
VNA
620
Valley National Advisers
Pennsylvania
$1K – – –
WAS
621
Winch Advisory Services
Wisconsin
$1K – – –
MBFW
622
Morton Brown Family Wealth
Pennsylvania
$940 +$972 +12 New
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