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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
676
Sun Life Financial
Ontario, Canada
$8K -$3K -35 -28%
CI
677
CX Institutional
Indiana
$8K -$1.28K -15 -14%
LC
678
Lindbrook Capital
California
$8K
SIAS
679
Shine Investment Advisory Services
Colorado
$8K
TFO
680
Tarbox Family Office
California
$7K -$1.28K -15 -15%
TL
681
TrueWealth LLC
Georgia
$7K -$171 -2 -2%
HR
682
Howe & Rusling
New York
$7K +$257 +3 +4%
HWM
683
Howard Wealth Management
Connecticut
$6K +$6.43K +75 New
FPFS
684
First Personal Financial Services
North Carolina
$5K
RFA
685
Reilly Financial Advisors
California
$5K
FRA
686
Front Row Advisors
California
$5K +$257 +3 +6%
BFC
687
Bedel Financial Consulting
Indiana
$5K +$3.94K +46 +288%
EI
688
Ellevest Inc
New York
$5K +$4.54K +53 +1,325%
IA
689
IndexIQ Advisors
New York
$5K +$4.71K +55 New
VRM
690
Vectors Research Management
New York
$4K
GWS
691
Glassman Wealth Services
Virginia
$4K +$257 +3 +7%
AF
692
Allworth Financial
California
$4K +$1.89K +22 +73%
OPS
693
Orion Portfolio Solutions
Nebraska
$4K +$3.69K +43 New
EWA
694
Evolution Wealth Advisors
Florida
$3K -$2.66K -31 -44%
MCM
695
MV Capital Management
Maryland
$3K -$771 -9 -19%
HIA
696
Harbor Investment Advisory
Maryland
$3K +$2.57K +30 New
SQA
697
Simon Quick Advisors
New Jersey
$3K +$2.66K +31 New
PW
698
Price Wealth
Texas
$2K -$600 -7 -26%
SFSIG
699
San Francisco Sentry Investment Group
California
$2K
SA
700
SRH Advisors
Kansas
$2K