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Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
1076
Thomas J. Herzfeld Advisors
Florida
$3.81K
GWMI
1077
Guardian Wealth Management (Illinois)
Illinois
$3.77K -$1.86K -56 -34%
PCA
1078
Providence Capital Advisors
North Carolina
$3.49K
TLA
1079
Tanglewood Legacy Advisors
Texas
$3.49K +$3.33K +100 New
TF
1080
TimeScale Financial
Massachusetts
$3.31K
LFA
1081
Level Financial Advisors
New York
$3K
CAS
1082
Coppell Advisory Solutions
Texas
$2.9K +$2.76K +83 New
CASC
1083
Coppell Advisory Solutions Corp
Texas
$2.9K +$2.76K +83 New
CWM
1084
Cranbrook Wealth Management
Michigan
$2.86K
TWD
1085
True Wealth Design
Ohio
$2.55K +$2.43K +73 New
IAA
1086
Independent Advisor Alliance
North Carolina
$2.25K -$4.36K -131 -0.2%
TAM
1087
Tucker Asset Management
Colorado
$1.77K
ACM
1088
AUA Capital Management
Pennsylvania
$1.75K
LSA
1089
Lansing Street Advisors
Pennsylvania
$1.68K +$1.6K +48 New
FFL
1090
Financial Freedom LLC
Ohio
$1.64K +$1.56K +47 New
CSC
1091
Caldwell Sutter Capital
California
$1.4K +$1.33K +40 New
RIA
1092
Recurrent Investment Advisors
Texas
$1.36K +$1.3K +39 New
RWM
1093
Raffa Wealth Management
District of Columbia
$1.33K
PPWM
1094
PFG Private Wealth Management
Florida
$1K +$666 +20 New
AWM
1095
Abound Wealth Management
Tennessee
$559 +$532 +16 New
CSWM
1096
Cassady Schiller Wealth Management
Ohio
$559 +$532 +16 New
CPG
1097
Cornerstone Planning Group
New Jersey
$498 +$466 +14 New
FWM
1098
Focused Wealth Management
New York
$105
NC
1099
NewSquare Capital
Pennsylvania
$70 +$67 +2 New
WIM
1100
Westside Investment Management
California
$63