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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
776
Glassman Wealth Services
Virginia
$7K +$127 +1 +2%
AIG
777
American International Group
New York
$6.06K -$192K -1,510 -3%
CA
778
Crewe Advisors
Utah
$6K
ADL
779
Asset Dedication LLC
California
$5K
CHA
780
Carmichael Hill & Associates
Maryland
$5K
TFS
781
TrustCore Financial Services
Tennessee
$5K
AWM
782
Avior Wealth Management
Nebraska
$5K +$127 +1 +3%
ADIM
783
Alpha DNA Investment Management
Maryland
$5K +$5.22K +41 New
HWA
784
Heritage Wealth Advisors
Virginia
$4.53K +$4.2K +33 New
IA
785
IFP Advisors
Florida
$4K -$3.06K -24 -41%
TAIM
786
TD Ameritrade Investment Management
Nebraska
$4K
PWMG
787
Prestige Wealth Management Group
New Jersey
$4K +$2.04K +16 +145%
MWP
788
Meridian Wealth Partners
Pennsylvania
$4K +$3.56K +28 New
NIC
789
Northwest Investment Counselors
Oregon
$4K +$3.82K +30 New
ZB
790
Zions Bancorporation
Utah
$3K -$9.55K -75 -80%
BWM
791
Baystate Wealth Management
Massachusetts
$3K
EWA
792
Evolution Wealth Advisors
Florida
$3K
MCM
793
MV Capital Management
Maryland
$3K +$255 +2 +12%
FWM
794
Filbrandt Wealth Management
Wisconsin
$3K +$2.93K +23 New
VBCG
795
Valley Brook Capital Group
Pennsylvania
$3K +$2.93K +23 New
GAM
796
Grandview Asset Management
Pennsylvania
$3K +$3.06K +24 New
CWA
797
Clearview Wealth Advisors
Oregon
$2K
LWANC
798
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
MLFP
799
MPS Loria Financial Planners
Illinois
$2K
SFO
800
Standard Family Office
South Dakota
$2K