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Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
951
Annis Gardner Whiting Capital Advisors
Florida
$4.31K +$4.45K +100 New
DAC
952
Dividend Assets Capital
South Carolina
$4K
TVWM
953
Tower View Wealth Management
Wisconsin
$4K
RTL
954
Red Tortoise LLC
Georgia
$3.96K
IHWM
955
Iron Horse Wealth Management
Iowa
$3.96K +$4.09K +92 New
HWM
956
HighMark Wealth Management
Minnesota
$3.53K -$2.22K -50 -38%
GI
957
Gradient Investments
Minnesota
$3.53K -$89 -2 -2%
FMP
958
Financial Management Professionals
Texas
$3K
AW
959
Avion Wealth
Texas
$3K +$667 +15 +17%
BWP
960
Baldwin Wealth Partners
Massachusetts
$2.93K
PWMG
961
Prestige Wealth Management Group
New Jersey
$2.76K
SC
962
Solstein Capital
California
$2.41K
TFA
963
Transamerica Financial Advisors
Florida
$2K -$178 -4 -9%
CAM
964
ClariVest Asset Management
California
$2K
PVH
965
Psagot Value Holdings
Israel
$2K
ADL
966
Asset Dedication LLC
California
$2K +$1.78K +40 New
CTA
967
Colonial Trust Advisors
South Carolina
$1.9K
MIM
968
Macroview Investment Management
Maryland
$1.81K +$1.87K +42 New
OLVIG
969
Oliver Lagore Vanvalin Investment Group
Michigan
$1.81K +$1.87K +42 New
BHWM
970
Beaird Harris Wealth Management
Texas
$1.72K -$1.11K -25 -50%
GWM
971
Geneos Wealth Management
Colorado
$1.55K
LIM
972
Longfellow Investment Management
Massachusetts
$1.38K
RCM
973
Raleigh Capital Management
North Carolina
$1.37K +$1.42K +32 New
MIFH
974
Migdal Insurance & Financial Holdings
Israel
$1K -$7.6K -171 -92%
VNA
975
Valley National Advisers
Pennsylvania
$1K +$889 +20 New