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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
AW
526
Avion Wealth
Texas
$3K
HWM
527
HighMark Wealth Management
Minnesota
$2.96K -$2K -83 -43%
GIA
528
GHP Investment Advisors
Colorado
$2.88K
FIM
529
FWL Investment Management
Texas
$2.85K +$2.56K +106 New
AAG
530
Armstrong Advisory Group
Massachusetts
$2.79K
AW
531
Ankerstar Wealth
Texas
$2.55K
DF
532
Downshift Financial
Colorado
$2.31K +$2.07K +86 New
PWAM
533
Private Wealth Asset Management
Iowa
$2.28K
SMBT
534
Southern Michigan Bank & Trust
Michigan
$2.1K
CT
535
Caldwell Trust
Florida
$1.99K +$1.78K +74 New
MB
536
MidFirst Bank
Oklahoma
$1.77K
NWMP
537
Noble Wealth Management PBC
Colorado
$1.75K +$1.57K +65 New
GFA
538
Godfrey Financial Associates
New York
$1.72K
RS
539
Rakuten Securities
Japan
$1.67K
HIA
540
Highland Investment Advisors
Florida
$1.61K +$1.45K +60 New
ADL
541
Asset Dedication LLC
California
$1.48K +$506 +21 +62%
GCP
542
Gill Capital Partners
Colorado
$1.34K
BIM
543
Breakwater Investment Management
Washington
$1.32K +$1.18K +49 New
MIM
544
Marshall Investment Management
Colorado
$1.26K +$1.13K +47 New
CI
545
CX Institutional
Indiana
$1K +$24 +1 +2%
EP
546
Essential Partners
California
$967
TCA
547
Trifecta Capital Advisors
Illinois
$967 +$868 +36 New
B
548
Bayban
Minnesota
$833
MS
549
Monetary Solutions
Ohio
$806 +$724 +30 New
ECA
550
Elevated Capital Advisors
Utah
$779