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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
BerganKDV Wealth Management
Minnesota
$3K -$200 -1 -6%
CCA
602
Column Capital Advisors
Indiana
$3K
IWP
603
IAG Wealth Partners
Wisconsin
$3K
SC
604
Schubert & Co
Texas
$3K +$2.4K +12 +200%
TWP
605
TFO Wealth Partners
Ohio
$3K +$3.2K +16 New
CFGS
606
Concourse Financial Group Securities
Alabama
$2K -$15.6K -78 -89%
HIA
607
Harbor Investment Advisory
Maryland
$2K -$400 -2 -17%
BWA
608
BDO Wealth Advisors
Florida
$2K
MA
609
MCF Advisors
Kentucky
$2K
CMP
610
Coston McIsaac & Partners
Maine
$2K +$2K +10 New
TCWM
611
Total Clarity Wealth Management
Illinois
$2K +$2K +10 New
Lazard Asset Management
612
Lazard Asset Management
New York
$1K -$5.6K -28 -82%
TWA
613
TCI Wealth Advisors
Arizona
$1K -$5.4K -27 -87%
DI
614
Disciplined Investments
Oklahoma
$1K -$1K -5 -42%
WPWM
615
Western Pacific Wealth Management
Illinois
$1K -$200 -1 -13%
CWC
616
Carolinas Wealth Consulting
North Carolina
$1K
GKIM
617
GW&K Investment Management
Massachusetts
$1K
MSFP
618
Mark Sheptoff Financial Planning
Connecticut
$1K
PWMG
619
Prestige Wealth Management Group
New Jersey
$1K
PCG
620
Private Capital Group
Connecticut
$1K
S
621
Surevest
California
$1K
TFM
622
TFC Financial Management
Massachusetts
$1K
TFA
623
Transamerica Financial Advisors
Florida
$1K +$200 +1 New
JFGIW
624
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$600 +3 New
LFA
625
Level Financial Advisors
New York
$1K +$1K +5 New