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Name Holding Trade Value Shares
Change
Change in
Stake
MF
501
Manchester Financial
California
$8K – – –
EW
502
Evoke Wealth
California
$8K +$3.53K +13 +87%
TF
503
TimeScale Financial
Massachusetts
$8K +$7.88K +29 New
WP
504
WealthShield Partners
North Carolina
$7K +$7.34K +27 New
EWA
505
Evolution Wealth Advisors
Florida
$6K -$149K -548 -96%
LWANC
506
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
OC
507
Oakworth Capital
Alabama
$6K – – –
SWA
508
Sutton Wealth Advisors
Florida
$5.37K -$815 -3 -13%
PCG
509
Private Capital Group
Connecticut
$5K -$30.2K -111 -85%
BWA
510
BDO Wealth Advisors
Florida
$5K -$10.9K -40 -70%
SBL
511
Sargent Bickham Lagudis
Colorado
$5K – – –
TCI Wealth Advisors
512
TCI Wealth Advisors
Arizona
$5K +$3.8K +14 +233%
Harbour Investments
513
Harbour Investments
Wisconsin
$5K +$4.89K +18 New
PSIWM
514
Paradigm Strategies in Wealth Management
Minnesota
$5K +$5.43K +20 New
NFG
515
Next Financial Group
Texas
$4K -$1.63K -6 -27%
CFD
516
Creative Financial Designs
Indiana
$4K – – –
FHC
517
First Horizon Corporation
Tennessee
$4K – – –
Smithfield Trust
518
Smithfield Trust
Pennsylvania
$4K – – –
VNA
519
Valley National Advisers
Pennsylvania
$4K – – –
Whittier Trust
520
Whittier Trust
California
$4K – – –
Global Retirement Partners
521
Global Retirement Partners
California
$4K +$2.17K +8 +100%
MWP
522
Meridian Wealth Partners
Pennsylvania
$4K +$3.8K +14 New
FBT
523
First Bank & Trust
South Dakota
$3K -$815 -3 -20%
GAM
524
Gemmer Asset Management
California
$3K – – –
RWM
525
Raffa Wealth Management
District of Columbia
$2.69K -$47.8K -176 -95%