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Name Holding Trade Value Shares
Change
Change in
Stake
FCG
226
Financial Connections Group
California
$5K +$6.11K +250 New
EWA
227
EverSource Wealth Advisors
Alabama
$4.54K +$684 +28 +15%
LI
228
LRI Investments
Florida
$4.41K +$5.1K +209 New
WFA
229
West Financial Advisors
Iowa
$4.22K
Bessemer Group
230
Bessemer Group
New Jersey
$4K -$44.7K -1,832 -90%
CFO
231
CVA Family Office
Colorado
$3.9K
SSB
232
Sandy Spring Bank
Maryland
$3.71K
PP
233
PFS Partners
New Jersey
$3.4K
WA
234
Whipplewood Advisors
Colorado
$3.17K +$3.66K +150 New
PA
235
Parallel Advisors
California
$3.12K
GM
236
GeoWealth Management
Illinois
$2.76K +$73 +3 +2%
RIL
237
Rothschild Investment LLC
Illinois
$2.74K +$855 +35 +37%
AWM
238
Avior Wealth Management
Nebraska
$2.64K -$11.9K -486 -80%
NWWA
239
New Wave Wealth Advisors
Arkansas
$2.6K +$3K +123 New
YAL
240
Your Advocates Ltd
Texas
$2.28K +$147 +6 +6%
HWA
241
HHM Wealth Advisors
Tennessee
$2.11K
LFG
242
Larson Financial Group
Missouri
$2.11K
RS
243
R Squared
Hong Kong
$2.11K +$2.44K +100 New
HBW
244
Hazlett, Burt & Watson
West Virginia
$2K
VNA
245
Valley National Advisers
Pennsylvania
$2K
ANBT
246
American National Bank & Trust
Texas
$1.98K
LC
247
Lindbrook Capital
California
$1.98K +$2.29K +94 New
PS
248
Principal Securities
Iowa
$1.48K -$2.44K -100 -59%
FFA
249
Farther Finance Advisors
California
$1.33K -$316K -12,937 -100%
SAM
250
Smartleaf Asset Management
Massachusetts
$1K +$659 +27 +142%