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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
601
Next Financial Group
Texas
$5K +$4.58K +40 New
CA
602
Centerpoint Advisors
Massachusetts
$4K
CBT
603
Central Bank & Trust
Kentucky
$4K
SA
604
SRH Advisors
Kansas
$4K
CA
605
Crewe Advisors
Utah
$4K +$4.12K +36 New
SWA
606
Sutton Wealth Advisors
Florida
$3.59K
CA
607
Clearstead Advisors
Ohio
$3K
EIP
608
Ellis Investment Partners
Pennsylvania
$3K
HI
609
Hudock Inc
Pennsylvania
$3K
WT
610
Washington Trust
Rhode Island
$3K
PFWA
611
Paces Ferry Wealth Advisors
Georgia
$3K +$2.52K +22 New
NIM
612
NuWave Investment Management
New Jersey
$3K +$3.09K +27 New
RA
613
Rational Advisors
New York
$3K +$3.09K +27 New
FBT
614
First Bank & Trust
South Dakota
$2K
FHA
615
Flagship Harbor Advisors
Massachusetts
$2K
FRA
616
Front Row Advisors
California
$2K
PFBT
617
Parkside Financial Bank & Trust
Missouri
$2K
TFO
618
Tarbox Family Office
California
$2K
VNA
619
Valley National Advisers
Pennsylvania
$2K
WCG
620
Weaver Consulting Group
California
$2K
HIA
621
Harbor Investment Advisory
Maryland
$2K +$1.49K +13 New
GI
622
Gradient Investments
Minnesota
$2K +$1.72K +15 New
BWA
623
BDO Wealth Advisors
Florida
$2K +$2.17K +19 New
RWM
624
Raffa Wealth Management
District of Columbia
$1.67K
CFB
625
Cullen/Frost Bankers
Texas
$1K -$44.6K -390 -98%