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Barclays
BCS

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
426
Bell Investment Advisors
California
$32.9K +$8.05K +334 +37%
TSMHT
427
Thurston Springer Miller Herd & Titak
Indiana
$32.2K – – –
FC
428
Fairscale Capital
New Hampshire
$31.7K – – –
HWA
429
HHM Wealth Advisors
Tennessee
$29.1K +$11.1K +462 +74%
APFP
430
Action Point Financial Planning
Michigan
$28.7K +$25.8K +1,069 New
CRI
431
Commonwealth Retirement Investments
Virginia
$27.1K +$24.4K +1,010 New
CCWM
432
Cassaday & Co Wealth Management
Virginia
$25.1K +$22.1K +915 +4,816%
WA
433
Whipplewood Advisors
Colorado
$24.6K -$80.6K -3,341 -79%
SWP
434
Strategic Wealth Partners
Ohio
$24.6K +$18K +747 +447%
SWM
435
SHP Wealth Management
Massachusetts
$24K – – –
TCM
436
Triumph Capital Management
Colorado
$23.6K -$458 -19 -2%
SIM
437
Synergy Investment Management
Florida
$20.9K +$19.3K +801 New
AWM
438
Abound Wealth Management
Tennessee
$20.3K – – –
KG
439
Kilter Group
New York
$20.3K +$10.7K +442 +142%
IA
440
IFG Advisory
Georgia
$20K +$18K +745 New
SEP
441
Signature Equity Partners
Ohio
$19.8K +$5.91K +245 +50%
GSWM
442
Golden State Wealth Management
California
$19.8K – – –
VFM
443
Vision Financial Markets
Connecticut
$19.5K – – –
TFM
444
TFC Financial Management
Massachusetts
$19.5K – – –
CA
445
Crewe Advisors
Utah
$19.4K +$193 +8 +1%
W
446
WealthCollab
Washington
$17.9K – – –
AWA
447
Acumen Wealth Advisors
Tennessee
$17.9K +$16.1K +667 New
OWP
448
ORG Wealth Partners
Texas
$17.8K – – –
IAS
449
IMA Advisory Services
Colorado
$17.5K +$12.5K +520 +391%
BW
450
Basepoint Wealth
Iowa
$17.4K +$5.14K +213 +49%
16 17
18
19 20