Name Holding Trade Value Shares
Change
Change in
Stake
LI
576
LRI Investments
Florida
$4.73K -$19.6K -149 -70%
BIA
577
Bell Investment Advisors
California
$4.62K -$1.05K -8 -19%
BWL
578
Bogart Wealth LLC
Virginia
$4.62K +$4.47K +34 New
SIC
579
Salem Investment Counselors
North Carolina
$4.08K – – –
CAL
580
Capital Advisors Ltd
Ohio
$4K -$657 -5 -16%
HGERS
581
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
RTL
582
Red Tortoise LLC
Georgia
$3.81K – – –
HC
583
Hoese & Co
Minnesota
$3.53K – – –
CA
584
Continuum Advisory
Idaho
$3.18K – – –
FMP
585
Financial Management Professionals
Texas
$3K -$1.31K -10 -30%
VWM
586
Venturi Wealth Management
Texas
$2.86K -$54.8K -417 -95%
SIC
587
SJS Investment Consulting
Ohio
$2.72K -$131 -1 -5%
RWM
588
Raffa Wealth Management
District of Columbia
$2.58K – – –
SC
589
SouthState Corp
Florida
$2.58K – – –
JGIA
590
Jackson Grant Investment Advisers
Connecticut
$2.31K – – –
AssetMark Inc
591
AssetMark Inc
California
$2.22K +$1.84K +14 +700%
CMBA
592
C.M. Bidwell & Associates
Hawaii
$2.17K – – –
DF
593
Dunhill Financial
United Kingdom
$2.12K +$1.45K +11 +220%
CWM
594
Cedar Wealth Management
California
$1.9K – – –
PPC
595
Park Place Capital
Alabama
$1.9K – – –
AGWCA
596
Annis Gardner Whiting Capital Advisors
Florida
$1.77K -$5.39K -41 -76%
DPW
597
DiNuzzo Private Wealth
Pennsylvania
$1.77K -$131 -1 -7%
BFPW
598
BOK Financial Private Wealth
Colorado
$1.63K – – –
TWD
599
True Wealth Design
Ohio
$1.22K +$263 +2 +29%
S
600
Sachetta
Massachusetts
$1.22K +$1.18K +9 New