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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
376
ORG Wealth Partners
Texas
$4.96K -$284 -19 -6%
AA
377
Addison Advisors
Vermont
$4.78K
WAG
378
Wiser Advisor Group
Arizona
$4.55K
CPG
379
Cornerstone Planning Group
New Jersey
$4.54K
CFB
380
Cullen/Frost Bankers
Texas
$3.9K +$1.21K +81 +47%
HWM
381
HighMark Wealth Management
Minnesota
$3.68K
Federated Hermes
382
Federated Hermes
Pennsylvania
$3.47K +$1.15K +77 +52%
NC
383
NewSquare Capital
Pennsylvania
$3.47K +$3.38K +226 New
CFFP
384
Center for Financial Planning
Michigan
$3.46K
T
385
Transce3nd
Texas
$3.36K
BWL
386
Bogart Wealth LLC
Virginia
$3.3K +$60 +4 +2%
KFI
387
Key Financial Inc
Pennsylvania
$3.13K
AEPWM
388
Atlantic Edge Private Wealth Management
Florida
$3.07K
DF
389
Dunhill Financial
United Kingdom
$3.01K -$3.46K -231 -50%
CFO
390
CVA Family Office
Colorado
$2.29K
CTC
391
Central Trust Company
Missouri
$2.08K
Axa
392
Axa
France
$1.98K
TCM
393
TD Capital Management
Tennessee
$1.98K
RWM
394
Raffa Wealth Management
District of Columbia
$1.89K
PWA
395
Physician Wealth Advisors
Utah
$1.61K
PWAM
396
Private Wealth Asset Management
Iowa
$1.31K +$1.27K +85 New
BLC
397
Brown, Lisle/Cummings
Rhode Island
$1.04K +$1.02K +68 New
AW
398
Avion Wealth
Texas
$1K
CI
399
CX Institutional
Indiana
$1K +$793 +53 New
PWA
400
Provenance Wealth Advisors
Florida
$937