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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
401
Capital Asset Advisory Services
Michigan
$24K +$19.7K +270 New
GFPC
402
Global Financial Private Client
Florida
$22.5K
CWA
403
Carolina Wealth Advisors
South Carolina
$21K
AWA
404
Arkadios Wealth Advisors
Georgia
$20K +$16.4K +225 New
CP
405
Corbenic Partners
Pennsylvania
$19K
TFM
406
TFC Financial Management
Massachusetts
$19K +$1.02K +14 +7%
MSFP
407
Mark Sheptoff Financial Planning
Connecticut
$18K
VFA
408
Valeo Financial Advisors
Indiana
$18K
1IA
409
1834 Investment Advisors
Wisconsin
$18K +$14.6K +200 New
RWA
410
Ropes Wealth Advisors
Massachusetts
$18K +$14.6K +200 New
LGA
411
Lebenthal Global Advisors
New York
$17K +$14.6K +200 New
PWMG
412
Prestige Wealth Management Group
New Jersey
$16K +$13.1K +180 New
JPLA
413
Joseph P. Lucia & Associates
New York
$15K +$12K +165 New
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$14K
GI
415
Gradient Investments
Minnesota
$13K
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$13K +$10.3K +141 New
CFD
417
Creative Financial Designs
Indiana
$13K +$10.9K +150 New
JWA
418
JFS Wealth Advisors
Pennsylvania
$12K +$10.1K +138 New
BSSFA
419
Baron Silver Stevens Financial Advisors
Florida
$12K +$10.1K +139 New
Loomis, Sayles & Company
420
Loomis, Sayles & Company
Massachusetts
$11K +$8.82K +121 New
SWA
421
SOA Wealth Advisors
New York
$10K +$7.29K +100 New
CB
422
CNB Bank
Pennsylvania
$9K
CCM
423
Covington Capital Management
California
$9K
IRC
424
Investors Research Corp
Georgia
$9K
FCH
425
Freestone Capital Holdings
Washington
$8.99K