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Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
651
C.M. Bidwell & Associates
Hawaii
$3.41K – – –
HIA
652
Harbor Investment Advisory
Maryland
$3.2K -$176K -1,767 -98%
SWM
653
Sugarloaf Wealth Management
Georgia
$3.2K – – –
SIC
654
SJS Investment Consulting
Ohio
$2.98K +$697 +7 +33%
CA
655
Clearstead Advisors
Ohio
$2.98K +$2.79K +28 New
FCA
656
FinTrust Capital Advisors
South Carolina
$2.88K -$17.9K -180 -87%
HCP
657
Hexagon Capital Partners
Arkansas
$2.88K – – –
SWM
658
Sanctuary Wealth Management
Idaho
$2.88K – – –
KFS
659
Kelly Financial Services
Massachusetts
$2.66K – – –
RWM
660
Raffa Wealth Management
District of Columbia
$2.45K – – –
BWAM
661
Boyd Watterson Asset Management
Ohio
$2.34K – – –
RTL
662
Red Tortoise LLC
Georgia
$2.13K – – –
KFP
663
KB Financial Partners
New Jersey
$2K – – –
FSWA
664
Financial Synergies Wealth Advisors
Texas
$1.6K – – –
DWA
665
Delos Wealth Advisors
Texas
$1.58K – – –
HI
666
Harbour Investments
Wisconsin
$1.28K -$8.46K -85 -88%
Jones Financial Companies
667
Jones Financial Companies
Missouri
$1.28K +$1.2K +12 New
PCTC
668
Perkins Coie Trust Company
Washington
$1.17K +$1.09K +11 New
VNA
669
Valley National Advisers
Pennsylvania
$1K – – –
WAS
670
Winch Advisory Services
Wisconsin
$1K – – –
CAM
671
ClariVest Asset Management
California
$1K +$996 +10 New
TCA
672
Trifecta Capital Advisors
Illinois
$853 – – –
FWM
673
Focused Wealth Management
New York
$852 – – –
CA
674
Crewe Advisors
Utah
$533 – – –
TFM
675
TFC Financial Management
Massachusetts
$427 – – –