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Name Holding Trade Value Shares
Change
Change in
Stake
KA
526
Kaizen Advisory
Illinois
$60K – – –
PGWM
527
Parisi Gray Wealth Management
New Jersey
$58K – – –
ST
528
Smithfield Trust
Pennsylvania
$53K -$5.48K -60 -9%
TC
529
Truvestments Capital
Florida
$52K +$57K +624 New
WA
530
WealthTrust-Arizona
Arizona
$51K +$8.68K +95 +19%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$49K +$822 +9 +2%
DSI
532
Daiwa SB Investments
Japan
$46K +$7.31K +80 +17%
PA
533
Parallel Advisors
California
$45K -$5.48K -60 -10%
WAM
534
Wealthspire Advisors (Maryland)
Maryland
$43K +$5.94K +65 +14%
FHA
535
First Horizon Advisors
Tennessee
$42K -$4.66K -51 -9%
PWAG
536
Polaris Wealth Advisory Group
California
$41K -$23.2M -254,051 -100%
FHA
537
Flagship Harbor Advisors
Massachusetts
$41K -$18.8K -206 -30%
SWM
538
SeaCrest Wealth Management
New York
$41K +$7.58K +83 +21%
CA
539
Crewe Advisors
Utah
$40K -$43.4K -475 -50%
WTB
540
Washington Trust Bank
Washington
$39K +$3.65K +40 +9%
TPWA
541
TRUE Private Wealth Advisors
Oregon
$37.7K +$41K +449 New
PCM
542
Penserra Capital Management
California
$37K -$1.56M -17,020 -97%
GRP
543
Global Retirement Partners
California
$36K +$17.7K +194 +83%
CAW
544
Cornerstone Advisors (Washington)
Washington
$35K +$1.92K +21 +5%
BBHC
545
Brown Brothers Harriman & Co
New York
$34K +$36.6K +400 New
RWM
546
Raffa Wealth Management
District of Columbia
$33.6K – – –
CCM
547
Cribstone Capital Management
Maine
$33K +$22.4K +245 +159%
APP
548
Avantax Planning Partners
Iowa
$33K +$35.8K +392 New
PFBT
549
Parkside Financial Bank & Trust
Missouri
$32K -$822 -9 -2%
SFG
550
SevenBridge Financial Group
Pennsylvania
$31K -$1.15M -12,591 -97%