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Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
626
ICA Group Wealth Management
Colorado
$7.01K
AF
627
Allworth Financial
California
$5.48K -$4.71K -55 -47%
JWA
628
JFS Wealth Advisors
Pennsylvania
$5.3K +$3.17K +37 +168%
AWM
629
Abound Wealth Management
Tennessee
$5.21K +$2.48K +29 +100%
SC
630
Stephens Consulting
Michigan
$4.85K
NFSG
631
Newbridge Financial Services Group
Florida
$4.31K -$25.7K -300 -86%
IFAM
632
Institutional & Family Asset Management
Colorado
$4.31K
JFGIW
633
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.04K +$3.85K +45 New
TWM
634
Tradition Wealth Management
Minnesota
$4K
SWM
635
Spire Wealth Management
Virginia
$3.86K -$3.14M -36,653 -100%
SWA
636
Sutton Wealth Advisors
Florida
$3.86K
CFD
637
Creative Financial Designs
Indiana
$3.42K
WTA
638
Washington Trust Advisors
Massachusetts
$3.24K +$3.08K +36 New
AF
639
Advisornet Financial
Minnesota
$3.23K -$942 -11 -23%
CMBA
640
C.M. Bidwell & Associates
Hawaii
$2.88K
SWM
641
Sugarloaf Wealth Management
Georgia
$2.7K
HCP
642
Hexagon Capital Partners
Arkansas
$2.43K +$343 +4 +17%
SWM
643
Sanctuary Wealth Management
Idaho
$2.43K +$2.31K +27 New
GI
644
Gradient Investments
Minnesota
$2.34K -$86 -1 -4%
KFS
645
Kelly Financial Services
Massachusetts
$2.25K
RWM
646
Raffa Wealth Management
District of Columbia
$2.07K -$428 -5 -18%
KFP
647
KB Financial Partners
New Jersey
$2K
VNA
648
Valley National Advisers
Pennsylvania
$2K
PVH
649
Psagot Value Holdings
Israel
$2K +$2.4K +28 New
BWAM
650
Boyd Watterson Asset Management
Ohio
$1.98K