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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Avior Wealth Management
Nebraska
$6K
CWA
527
Clearview Wealth Advisors
Oregon
$6K +$61 +1 +1%
SC
528
Schubert & Co
Texas
$6K +$184 +3 +3%
BBHC
529
Brown Brothers Harriman & Co
New York
$5K -$12.4K -202 -67%
SWA
530
SOA Wealth Advisors
New York
$5K -$2.7K -44 -30%
PWMG
531
Prestige Wealth Management Group
New Jersey
$5K -$123 -2 -2%
CCM
532
Covington Capital Management
California
$5K
NSIM
533
North Star Investment Management
Illinois
$5K
GIA
534
GHP Investment Advisors
Colorado
$5K +$859 +14 +16%
LC
535
Lindbrook Capital
California
$4K -$10.5K -172 -68%
BA
536
Bellwether Advisors
Nebraska
$4K
S
537
SignatureFD
Georgia
$4K
OIA
538
Optimum Investment Advisors
Illinois
$3K -$4.91K -80 -57%
EWA
539
EverSource Wealth Advisors
Alabama
$3K
PPWM
540
PFG Private Wealth Management
Florida
$3K
VCM
541
Versant Capital Management
Arizona
$3K +$552 +9 +20%
TWA
542
TCI Wealth Advisors
Arizona
$3K +$1.1K +18 +45%
MBFW
543
Morton Brown Family Wealth
Pennsylvania
$3K +$3.07K +50 New
CA
544
Crewe Advisors
Utah
$3K +$3.37K +55 New
BIA
545
Bell Investment Advisors
California
$2K -$4.35K -71 -63%
EW
546
Evoke Wealth
California
$2K -$3.13K -51 -57%
DI
547
Disciplined Investments
Oklahoma
$2K -$61 -1 -2%
KFP
548
KB Financial Partners
New Jersey
$2K
DIP
549
DT Investment Partners
Pennsylvania
$2K +$1.96K +32 New
ACM
550
Absolute Capital Management
Pennsylvania
$1.96K +$2.21K +36 New