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BJs Wholesale Club

Name Holding Trade Value Shares
Change
Change in
Stake
CT
426
Clearstead Trust
Maine
$3.25K
VAG
427
VisionPoint Advisory Group
Texas
$3.2K -$2.91K -43 -47%
LTI
428
Laffer Tengler Investments
Tennessee
$3.07K
VNA
429
Valley National Advisers
Pennsylvania
$3K +$3.18K +47 New
IA
430
IFP Advisors
Florida
$2.93K -$3.11K -46 -51%
CPG
431
Cornerstone Planning Group
New Jersey
$2.13K
CP
432
Castleview Partners
Texas
$2.07K +$338 +5 +19%
PWA
433
Provenance Wealth Advisors
Florida
$1.87K -$68 -1 -3%
MFT
434
Moisand Fitzgerald Tamayo
Florida
$1.67K
SIC
435
SJS Investment Consulting
Ohio
$1.67K +$203 +3 +14%
GWS
436
Glassman Wealth Services
Virginia
$1.47K
PWMG
437
Private Wealth Management Group
New Jersey
$1.47K +$1.49K +22 New
CCM
438
Chilton Capital Management
Texas
$1.27K +$1.29K +19 New
DPW
439
DiNuzzo Private Wealth
Pennsylvania
$1.07K +$1.08K +16 New
GI
440
Gradient Investments
Minnesota
$1K
AF
441
Advisornet Financial
Minnesota
$867 +$880 +13 New
LSA
442
Leonteq Securities AG
Switzerland
$533
CAS
443
Coppell Advisory Solutions
Texas
$467
HIA
444
Harbor Investment Advisory
Maryland
$400
TWP
445
TFO Wealth Partners
Ohio
$400
FGAM
446
Financial Gravity Asset Management
Texas
$270 +$203 +3 New
BGAI
447
Bruce G. Allen Investments
Colorado
$267 +$271 +4 New
RIM
448
Rockbridge Investment Management
New York
$267 +$271 +4 New
TWD
449
True Wealth Design
Ohio
$134
TIM
450
Tortoise Investment Management
New York
$133