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Name Holding Trade Value Shares
Change
Change in
Stake
HNB
476
Huntington National Bank
Ohio
$12K -$713 -7 -7%
SIS
477
Sound Income Strategies
Florida
$12K
CCA
478
Childress Capital Advisors
Texas
$12K +$10.6K +104 New
VFA
479
Valeo Financial Advisors
Indiana
$11K
RPWA
480
Regent Peak Wealth Advisors
Georgia
$11K +$9.37K +92 New
VBCG
481
Valley Brook Capital Group
Pennsylvania
$11K +$10.2K +100 New
WEC
482
Winslow Evans & Crocker
Massachusetts
$9K -$3.26K -32 -30%
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$9K
RIM
484
Rockbridge Investment Management
New York
$9K
TWA
485
TCI Wealth Advisors
Arizona
$9K +$1.94K +19 +33%
EWA
486
Evolution Wealth Advisors
Florida
$8K
FRA
487
Front Row Advisors
California
$7K
GAM
488
Gemmer Asset Management
California
$7K
ADL
489
Asset Dedication LLC
California
$6K
SWM
490
Sugarloaf Wealth Management
Georgia
$6K
PWMG
491
Prestige Wealth Management Group
New Jersey
$6K +$306 +3 +6%
GRP
492
Global Retirement Partners
California
$6K +$1.22K +12 +30%
SLF
493
Sun Life Financial
Ontario, Canada
$5K -$509 -5 -10%
FHC
494
First Horizon Corporation
Tennessee
$5K
IAIM
495
International Assets Investment Management
Florida
$5K +$3.97K +39 New
CCC
496
Crescent Capital Consulting
Louisiana
$5K +$4.48K +44 New
KFS
497
Kelly Financial Services
Massachusetts
$4.7K
Carson Wealth (CWM LLC)
498
Carson Wealth (CWM LLC)
Nebraska
$4K
LC
499
Lindbrook Capital
California
$4K
PFO
500
Pathstone Family Office
New Jersey
$4K +$3.26K +32 New