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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
601
EARNEST Partners
Georgia
$5K
WLPWM
602
Walled Lake Planning & Wealth Management
Illinois
$5K
AWA
603
Arkadios Wealth Advisors
Georgia
$5K +$4.74K +136 +680%
ICM
604
Islay Capital Management
Texas
$5K +$4.95K +142 New
BWL
605
Bogart Wealth LLC
Virginia
$4K
CAL
606
Capital Analysts LLC
Pennsylvania
$4K
DAM
607
Delta Asset Management
Tennessee
$4K
GI
608
Gradient Investments
Minnesota
$4K
HWM
609
HighMark Wealth Management
Minnesota
$4K
NFSG
610
Newbridge Financial Services Group
Florida
$4K
NL
611
NVWM LLC
Pennsylvania
$4K
PCFFS
612
Pacific Center for Financial Services
California
$4K
VCM
613
Versant Capital Management
Arizona
$4K
CWA
614
Clearview Wealth Advisors
Oregon
$4K +$3.83K +110 New
EWM
615
Edge Wealth Management
New York
$4K +$4.04K +116 New
LS
616
Leelyn Smith
Illinois
$4K +$4.04K +116 New
TPCW
617
TD Private Client Wealth
New York
$3.44K
CMA
618
Cedar Mountain Advisors
Oregon
$3K
PFSC
619
Peoples Financial Services Corp
Pennsylvania
$3K
RFA
620
Reilly Financial Advisors
California
$3K
SIS
621
Sound Income Strategies
Florida
$3K
FHA
622
First Horizon Advisors
Tennessee
$3K +$1.32K +38 +55%
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$3K +$1.32K +38 +88%
FHC
624
First Horizon Corporation
Tennessee
$3K +$1.39K +40 +68%
FCMT
625
Founders Capital Management (Texas)
Texas
$3K +$2.68K +77 New