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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
AW
301
Avion Wealth
Texas
$2K
HGERS
302
Householder Group Estate & Retirement Specialist
Arizona
$1.83K
JFGIW
303
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.64K
CFO
304
CVA Family Office
Colorado
$1.41K
NA
305
NewEdge Advisors
Louisiana
$1.23K -$1.01K -123 -49%
Axa
306
Axa
France
$1.22K -$991 -121 -48%
FSWA
307
Financial Synergies Wealth Advisors
Texas
$1.21K
GWM
308
Geneos Wealth Management
Colorado
$1.19K
RWM
309
Raffa Wealth Management
District of Columbia
$1.16K
CPG
310
Cornerstone Planning Group
New Jersey
$1.07K +$852 +104 New
TSWM
311
Tyler-Stone Wealth Management
Ohio
$879
TPCW
312
TD Private Client Wealth
New York
$690 +$287 +35 +92%
SPIA
313
Steward Partners Investment Advisory
New York
$671 +$442 +54 +318%
CAM
314
ClariVest Asset Management
California
$622
MHR
315
Matthew Hamilton Rosenberg
$595
PWA
316
Provenance Wealth Advisors
Florida
$576
WWP
317
WR Wealth Planners
Missouri
$529 +$459 +56 New
AWM
318
Abound Wealth Management
Tennessee
$464 -$57 -7 -13%
FRA
319
Front Row Advisors
California
$428 +$360 +44 New
GI
320
Gradient Investments
Minnesota
$378 -$1.18K -144 -78%
HIA
321
Harbor Investment Advisory
Maryland
$340 +$295 +36 New
SWM
322
Sugarloaf Wealth Management
Georgia
$199
MA
323
MCF Advisors
Kentucky
$98 +$82 +10 New
Federated Hermes
324
Federated Hermes
Pennsylvania
$5 +$8 +1 New
CS
325
Credit Suisse
Switzerland
-$2.31M -292,648 Closed