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Barclays
BCS

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
401
Thurston Springer Miller Herd & Titak
Indiana
$38.7K +$33.7K +1,520 New
HWP
402
Highline Wealth Partners
California
$37.8K – – –
SIC
403
SJS Investment Consulting
Ohio
$37.6K +$32.7K +1,476 New
AA
404
Addison Advisors
Vermont
$36.9K +$7.13K +322 +29%
RF
405
Robinswood Financial
Washington
$36.6K +$31.9K +1,439 New
TWD
406
True Wealth Design
Ohio
$36.5K -$1.57K -71 -5%
HI
407
Harbour Investments
Wisconsin
$34.9K – – –
AIS
408
Advocate Investing Services
Maryland
$33.1K +$28.8K +1,300 New
FC
409
Fairscale Capital
New Hampshire
$30.1K – – –
SWM
410
SHP Wealth Management
Massachusetts
$28.3K +$24.6K +1,111 New
BIA
411
Bell Investment Advisors
California
$26.1K +$5.94K +268 +35%
CRI
412
Commonwealth Retirement Investments
Virginia
$25.7K +$22.4K +1,010 New
GAFA
413
Garton & Associates Financial Advisors
Kentucky
$25.4K +$22.2K +1,000 New
AWM
414
Abound Wealth Management
Tennessee
$21.4K +$18K +813 +2,904%
RFS
415
Richardson Financial Services
Massachusetts
$21.1K +$18.3K +827 New
YP
416
YANKCOM Partnership
South Dakota
$19.3K +$16.8K +759 New
LFG
417
Larson Financial Group
Missouri
$18.5K -$2.48K -112 -13%
GSWM
418
Golden State Wealth Management
California
$18.5K – – –
VFM
419
Vision Financial Markets
Connecticut
$18.2K – – –
CA
420
Crewe Advisors
Utah
$18.2K – – –
AWA
421
Acumen Wealth Advisors
Tennessee
$17.9K +$15.6K +704 New
OCM
422
Osterweis Capital Management
California
$17.5K – – –
W
423
WealthCollab
Washington
$17K – – –
HWA
424
HHM Wealth Advisors
Tennessee
$15.8K +$13.8K +622 New
CPG
425
Cornerstone Planning Group
New Jersey
$15.5K +$2.26K +102 +21%
15 16
17
18 19