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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
451
Bogart Wealth LLC
Virginia
$8K
FF
452
FourThought Financial
Florida
$8K
FMP
453
Financial Management Professionals
Texas
$8K +$1.71K +28 +22%
Jones Financial Companies
454
Jones Financial Companies
Missouri
$7K
TFS
455
TrustCore Financial Services
Tennessee
$7K
VCM
456
Vigilant Capital Management
Maine
$7K +$8.37K +137 New
BIA
457
Bell Investment Advisors
California
$7K +$9.47K +155 New
PWMG
458
Prestige Wealth Management Group
New Jersey
$6K
AW
459
Alaethes Wealth
Nevada
$5K
BBHC
460
Brown Brothers Harriman & Co
New York
$5K
WT
461
Washington Trust
Rhode Island
$5K
SSC
462
Syverson Strege & Co
Iowa
$5K +$6.35K +104 New
BWA
463
BDO Wealth Advisors
Florida
$4K -$7.39K -121 -57%
AFS
464
Annapolis Financial Services
Maryland
$4K
BMD
465
Better Money Decisions
New Mexico
$4K
CBT
466
CoreFirst Bank & Trust
Kansas
$4K
MSFP
467
Mark Sheptoff Financial Planning
Connecticut
$4K
VNA
468
Valley National Advisers
Pennsylvania
$4K
CS
469
Candriam SCA
Luxembourg
$4K +$489 +8 +10%
COCM
470
Charter Oak Capital Management
New Hampshire
$3K
CFD
471
Creative Financial Designs
Indiana
$3K
TWA
472
TCI Wealth Advisors
Arizona
$3K
IBOK
473
Independence Bank of Kentucky
Kentucky
$3K +$3.42K +56 New
CYG
474
Clean Yield Group
Vermont
$3K +$4.34K +71 New
CPC
475
Consolidated Planning Corp
Georgia
$3K +$4.46K +73 New