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Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
651
TD Ameritrade Investment Management
Nebraska
$6K -$43.6K -42 -86%
LFG
652
Larson Financial Group
Missouri
$6K
CCA
653
Column Capital Advisors
Indiana
$5K
TPWA
654
TRUE Private Wealth Advisors
Oregon
$5K
SNT
655
Security National Trust
West Virginia
$5K +$6.24K +6 New
CWP
656
CFM Wealth Partners
Texas
$4K
HIA
657
Harbor Investment Advisory
Maryland
$4K
IF
658
Ironwood Financial
Arizona
$4K
PFGIA
659
Patriot Financial Group Insurance Agency
Massachusetts
$4K
EWM
660
EPG Wealth Management
Georgia
$4K +$1.04K +1 +33%
WT
661
Washington Trust
Rhode Island
$4K +$5.2K +5 New
BL
662
Balentine LLC
Georgia
$3K -$34.3K -33 -89%
MCM
663
MV Capital Management
Maryland
$3K -$1.04K -1 -20%
AF
664
Advisornet Financial
Minnesota
$3K
CHA
665
Carmichael Hill & Associates
Maryland
$3K
PW
666
Price Wealth
Texas
$3K
TIM
667
Tortoise Investment Management
New York
$3K
RWM
668
Raffa Wealth Management
District of Columbia
$2.54K
PMFA
669
Plante Moran Financial Advisors
Michigan
$2K -$4.16K -4 -67%
AF
670
Allworth Financial
California
$2K
SCA
671
Stonebridge Capital Advisors
Minnesota
$2K
RFM
672
Royal Fund Management
Florida
$2K +$2.08K +2 +200%
GTAM
673
Global Trust Asset Management
Florida
$1K
GI
674
Gradient Investments
Minnesota
$1K
CAN
675
Claraphi Advisory Network
United States
$1K +$1.04K +1 New