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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
401
BDO Wealth Advisors
Florida
$10K +$10.5K +142 New
VFA
402
Valeo Financial Advisors
Indiana
$9K +$5.01K +68 +119%
FHC
403
First Horizon Corporation
Tennessee
$8K +$8.32K +113 New
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$7K -$1.55K -21 -17%
PFGIA
405
Patriot Financial Group Insurance Agency
Massachusetts
$7K
AWM
406
AllSquare Wealth Management
New York
$7K +$7.36K +100 New
CHA
407
Carmichael Hill & Associates
Maryland
$7K +$7.36K +100 New
EI
408
Ellevest Inc
New York
$6K +$6.55K +89 New
IFAM
409
Institutional & Family Asset Management
Colorado
$5K +$1.84K +25 +58%
PFG
410
Pacific Financial Group
Washington
$5K +$5.15K +70 New
ETC
411
Exchange Traded Concepts
Oklahoma
$5K +$5.3K +72 New
GAM
412
Gemmer Asset Management
California
$4K
WT
413
Whittier Trust
California
$4K +$3.68K +50 New
CFN
414
Cordasco Financial Network
Florida
$4K +$3.9K +53 New
ABC
415
Associated Banc-Corp
Wisconsin
$3K
PWMG
416
Prestige Wealth Management Group
New Jersey
$3K +$2.58K +35 New
GT
417
Glenmede Trust
Pennsylvania
$3K +$2.8K +38 +271%
GWM
418
Geneos Wealth Management
Colorado
$3K +$3.68K +50 New
TFS
419
TrustCore Financial Services
Tennessee
$2K
JCM
420
Jacobi Capital Management
Pennsylvania
$2K +$957 +13 +93%
MAM
421
Meeder Asset Management
Ohio
$2K +$1.55K +21 New
TF
422
TimeScale Financial
Massachusetts
$2K +$1.84K +25 New
CWC
423
Carolinas Wealth Consulting
North Carolina
$2K +$2.36K +32 New
LWA
424
Lenox Wealth Advisors
New York
$2K +$2.43K +33 New
CAW
425
Cornerstone Advisors (Washington)
Washington
$1K