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Name Holding Trade Value Shares
Change
Change in
Stake
Clearstead Advisors
926
Clearstead Advisors
Ohio
$17K – – –
CAC
927
Core Alternative Capital
Georgia
$17K – – –
PMFA
928
Plante Moran Financial Advisors
Michigan
$17K – – –
EverSource Wealth Advisors
929
EverSource Wealth Advisors
Alabama
$17K +$10.9K +5 +167%
BIA
930
Bell Investment Advisors
California
$15K – – –
AF
931
Advisornet Financial
Minnesota
$13K -$8.71K -4 -40%
Bartlett & Co
932
Bartlett & Co
Ohio
$13K -$2.18K -1 -14%
CWA
933
Clearview Wealth Advisors
Oregon
$13K – – –
GIA
934
GHP Investment Advisors
Colorado
$13K – – –
Bartlett & Co Wealth Management
935
Bartlett & Co Wealth Management
Ohio
$12.9K -$2.18K -1 -14%
Bogart Wealth LLC
936
Bogart Wealth LLC
Virginia
$11K – – –
MCM
937
MV Capital Management
Maryland
$11K – – –
AIP
938
Almanack Investment Partners
Pennsylvania
$11K +$10.9K +5 New
SFA
939
Semmax Financial Advisors
North Carolina
$10K – – –
SC
940
Schubert & Co
Texas
$9K -$6.54K -3 -43%
FMP
941
Financial Management Professionals
Texas
$9K -$2.18K -1 -20%
BWM
942
Baystate Wealth Management
Massachusetts
$9K – – –
AWM
943
Abound Wealth Management
Tennessee
$8.57K +$8.71K +4 New
RWM
944
Raffa Wealth Management
District of Columbia
$6.43K +$6.54K +3 New
Jones Financial Companies
945
Jones Financial Companies
Missouri
$6K -$2.18K -1 -25%
BA
946
Bellwether Advisors
Nebraska
$6K – – –
CHA
947
Carmichael Hill & Associates
Maryland
$6K – – –
CWM
948
Castle Wealth Management
Florida
$6K – – –
CCA
949
Column Capital Advisors
Indiana
$6K – – –
HR
950
Howe & Rusling
New York
$6K – – –