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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
601
BDO Wealth Advisors
Florida
$8.07K – – –
CQS
602
Credential Qtrade Securities
$7.01K – – –
Lazard Asset Management
603
Lazard Asset Management
New York
$7K -$1.97K -35 -22%
PWMG
604
Prestige Wealth Management Group
New Jersey
$6.21K – – –
RFG
605
RFP Financial Group
Georgia
$5.71K +$5.17K +92 New
ZIG
606
Zullo Investment Group
Pennsylvania
$5.03K – – –
TWD
607
True Wealth Design
Ohio
$5.03K +$4.55K +81 New
RWM
608
Raffa Wealth Management
District of Columbia
$4.96K – – –
EBA
609
Eagle Bay Advisors
New York
$4.9K -$61.8K -1,098 -93%
BWP
610
Baldwin Wealth Partners
Massachusetts
$4.65K +$4.22K +75 New
AFS
611
Annapolis Financial Services
Maryland
$4.47K – – –
MPCL
612
My Personal CFO LLC
Washington
$4.41K +$3.99K +71 New
BIA
613
Bell Investment Advisors
California
$4.34K +$506 +9 +15%
VNA
614
Valley National Advisers
Pennsylvania
$4K – – –
HT
615
Headlands Technologies
Illinois
$4K +$3.6K +64 New
TWA
616
TCI Wealth Advisors
Arizona
$3.1K – – –
CSB
617
City State Bank
Iowa
$3K – – –
IBOK
618
Independence Bank of Kentucky
Kentucky
$3K – – –
MTIC
619
Missouri Trust & Investment Company
Missouri
$3K – – –
MDCM
620
Morgan Dempsey Capital Management
Wisconsin
$2.98K – – –
WPWM
621
Western Pacific Wealth Management
Illinois
$2.79K – – –
HS
622
Horan Securities
United States
$2.79K +$337 +6 +15%
KFS
623
Kelly Financial Services
Massachusetts
$2.42K – – –
GEA
624
Glen Eagle Advisors
New Jersey
$2.11K – – –
HFS
625
Hantz Financial Services
Michigan
$2K – – –