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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
BFC
427
Bedel Financial Consulting
Indiana
$5K – – –
JWM
428
Janiczek Wealth Management
Colorado
$5K – – –
APWA
429
Atlas Private Wealth Advisors
New Jersey
$5K +$4.94K +159 New
NFG
430
Next Financial Group
Texas
$4K -$155 -5 -3%
FA
431
Financial Avengers
California
$4K – – –
PLU
432
Performa Ltd (US)
South Carolina
$4K – – –
HNB
433
Huntington National Bank
Ohio
$4K +$4.13K +133 New
BDWM
434
Brewin Dolphin Wealth Management
Ireland
$3.94K – – –
CFA
435
Carroll Financial Associates
North Carolina
$3K -$201K -6,479 -98%
CFN
436
Cordasco Financial Network
Florida
$3K – – –
KFI
437
Key Financial Inc
Pennsylvania
$3K – – –
PGAM
438
Princeton Global Asset Management
New Jersey
$3K – – –
TWA
439
TCI Wealth Advisors
Arizona
$3K – – –
ZB
440
Zions Bancorporation
Utah
$3K – – –
ODG
441
O'Dell Group
Ohio
$3K +$3.32K +107 New
CPWM
442
Cypress Point Wealth Management
Texas
$2K – – –
EI
443
Ellevest Inc
New York
$2K +$559 +18 +36%
AWA
444
Arkadios Wealth Advisors
Georgia
$1K – – –
CA
445
Clearstead Advisors
Ohio
$1K – – –
CFD
446
Creative Financial Designs
Indiana
$1K – – –
FMP
447
Financial Management Professionals
Texas
$1K – – –
NFSG
448
Newbridge Financial Services Group
Florida
$1K – – –
OIA
449
Optimum Investment Advisors
Illinois
$1K – – –
SFP
450
Sterling Financial Planning
New Jersey
$1K – – –