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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
901
Carolinas Wealth Consulting
North Carolina
$7K
AWM
902
Avior Wealth Management
Nebraska
$7K +$170 +1 +3%
DHGWA
903
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$6.11K +36 New
AIP
904
Ahrens Investment Partners
Louisiana
$7K +$6.45K +38 New
SFM
905
Signet Financial Management
New Jersey
$7K +$6.96K +41 New
AWA
906
Amplius Wealth Advisors
Pennsylvania
$7K +$7.47K +44 New
ADL
907
Asset Dedication LLC
California
$6K
BIA
908
Bell Investment Advisors
California
$6K +$509 +3 +11%
PWMG
909
Prestige Wealth Management Group
New Jersey
$5K
TIM
910
Tortoise Investment Management
New York
$5K
CA
911
CoreCap Advisors
Michigan
$5K +$4.41K +26 New
SIS
912
Sound Income Strategies
Florida
$5K +$4.75K +28 New
NIC
913
Northwest Investment Counselors
Oregon
$5K +$5.09K +30 New
WPA
914
West Paces Advisors
Georgia
$4.36K +$4.07K +24 New
BWM
915
Baystate Wealth Management
Massachusetts
$4K
EWM
916
Edge Wealth Management
New York
$4K
ZB
917
Zions Bancorporation
Utah
$4K
JWA
918
JFS Wealth Advisors
Pennsylvania
$4K +$3.73K +22 New
AW
919
Alaethes Wealth
Nevada
$3K
CWA
920
Clearview Wealth Advisors
Oregon
$3K
GI
921
Gradient Investments
Minnesota
$3K
RFA
922
Reilly Financial Advisors
California
$3K
TFGT
923
TS Financial Group (TSFG)
Illinois
$3K
WWM
924
Wolff Wiese Magana
California
$3K
FMP
925
Financial Management Professionals
Texas
$3K +$170 +1 +8%