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Barclays
BCS

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
426
United Financial Planning Group
New York
$33.1K +$29.7K +1,232 New
BIA
427
Bell Investment Advisors
California
$32.9K +$8.05K +334 +37%
TSMHT
428
Thurston Springer Miller Herd & Titak
Indiana
$32.2K – – –
FC
429
Fairscale Capital
New Hampshire
$31.7K – – –
HWA
430
HHM Wealth Advisors
Tennessee
$29.1K +$11.1K +462 +74%
APFP
431
Action Point Financial Planning
Michigan
$28.7K +$25.8K +1,069 New
CRI
432
Commonwealth Retirement Investments
Virginia
$27.1K +$24.4K +1,010 New
CCWM
433
Cassaday & Co Wealth Management
Virginia
$25.1K +$22.1K +915 +4,816%
WA
434
Whipplewood Advisors
Colorado
$24.6K -$80.6K -3,341 -79%
SWP
435
Strategic Wealth Partners
Ohio
$24.6K +$18K +747 +447%
SWM
436
SHP Wealth Management
Massachusetts
$24K – – –
TCM
437
Triumph Capital Management
Colorado
$23.6K -$458 -19 -2%
SIM
438
Synergy Investment Management
Florida
$20.9K +$19.3K +801 New
AWM
439
Abound Wealth Management
Tennessee
$20.3K – – –
KG
440
Kilter Group
New York
$20.3K +$10.7K +442 +142%
IA
441
IFG Advisory
Georgia
$20K +$18K +745 New
SEP
442
Signature Equity Partners
Ohio
$19.8K +$5.91K +245 +50%
GSWM
443
Golden State Wealth Management
California
$19.8K – – –
VFM
444
Vision Financial Markets
Connecticut
$19.5K – – –
TFM
445
TFC Financial Management
Massachusetts
$19.5K – – –
CA
446
Crewe Advisors
Utah
$19.4K +$193 +8 +1%
W
447
WealthCollab
Washington
$17.9K – – –
AWA
448
Acumen Wealth Advisors
Tennessee
$17.9K +$16.1K +667 New
OWP
449
ORG Wealth Partners
Texas
$17.8K – – –
IAS
450
IMA Advisory Services
Colorado
$17.5K +$12.5K +520 +391%
16 17
18
19 20