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BJs Wholesale Club

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
601
Global Financial Private Client
Florida
$2.4K +$1.54K +15 +250%
BGAI
602
Bruce G. Allen Investments
Colorado
$2.05K – – –
BLC
603
Brown, Lisle/Cummings
Rhode Island
$2.05K +$1.85K +18 New
LWMI
604
Legacy Wealth Management (Idaho)
Idaho
$1.94K – – –
BFS
605
Bare Financial Services
Pennsylvania
$1.48K +$1.34K +13 New
GEA
606
Glen Eagle Advisors
New Jersey
$1.25K – – –
SO
607
Sierra Ocean
California
$1.14K – – –
W
608
WealthCollab
Washington
$1.14K – – –
KA
609
Kozak & Associates
Colorado
$1.08K – – –
BF
610
BOK Financial
Oklahoma
$1.03K – – –
VWA
611
Valued Wealth Advisors
Utah
$1.03K +$515 +5 +125%
CH
612
Cromwell Holdings
Wyoming
$1.03K +$927 +9 New
RWM
613
Rialto Wealth Management
New York
$799 +$721 +7 New
HFS
614
Hughes Financial Services
Virginia
$689 +$618 +6 New
HIA
615
Harbor Investment Advisory
Maryland
$685 – – –
PWAM
616
Private Wealth Asset Management
Iowa
$685 +$618 +6 New
CFO
617
CVA Family Office
Colorado
$571 +$515 +5 New
HIA
618
HFM Investment Advisors
New Jersey
$457 +$412 +4 New
T
619
Transce3nd
Texas
$456 – – –
PWM
620
Parkworth Wealth Management
California
$456 +$103 +1 +33%
BHWM
621
Bay Harbor Wealth Management
Maryland
$456 +$412 +4 New
PWA
622
Principia Wealth Advisory
Texas
$452 +$412 +4 New
WTFG
623
Wood Tarver Financial Group
Idaho
$343 – – –
ACA
624
American Capital Advisory
Idaho
$229 +$206 +2 New
TIM
625
Tortoise Investment Management
New York
$228 -$54.3K -527 -100%