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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
826
Pathway Financial Advisers
Indiana
$54.4K -$3.08K -74 -5%
LF
827
Lee Financial
Texas
$54.2K -$417 -10 -0.8%
SWA
828
Sutton Wealth Advisors
Florida
$53.6K -$69.5K -1,668 -57%
WP
829
WealthPLAN Partners
Nebraska
$53.4K +$53.1K +1,274 New
CFFP
830
Center for Financial Planning
Michigan
$53K
Jones Financial Companies
831
Jones Financial Companies
Missouri
$52.7K +$25.6K +614 +95%
WPA
832
West Paces Advisors
Georgia
$52.2K
CT
833
Clearstead Trust
Maine
$52K +$333 +8 +0.6%
PP
834
PrairieView Partners
Minnesota
$51K
BAAM
835
Baker Avenue Asset Management
California
$50.8K +$41.6K +998 +466%
EWA
836
EverSource Wealth Advisors
Alabama
$50.1K -$72.2K -1,732 -59%
VCM
837
Vigilant Capital Management
Maine
$50K +$50K +1,200 New
MCM
838
MV Capital Management
Maryland
$46.4K +$4.04K +97 +10%
LWCFA
839
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46.1K +$45.9K +1,100 New
TIM
840
Tortoise Investment Management
New York
$44.9K
CAL
841
Capital Analysts LLC
Pennsylvania
$43K +$333 +8 +0.8%
LSA
842
Leonteq Securities AG
Switzerland
$41.9K -$42 -1 -0.1%
HSA
843
Hussman Strategic Advisors
Maryland
$41.9K
TFM
844
TFC Financial Management
Massachusetts
$41.6K +$39.6K +950 +2,159%
LFG
845
Larson Financial Group
Missouri
$38.5K +$9.25K +222 +32%
BFPW
846
BOK Financial Private Wealth
Colorado
$37.7K
AWM
847
AllSquare Wealth Management
New York
$37.6K +$33.3K +798 +798%
LWA
848
Lowe Wealth Advisors
Maryland
$36.4K
CT
849
Colonial Trust
South Carolina
$36.1K -$208 -5 -0.6%
PAI
850
Pittenger & Anderson Inc
Nebraska
$35.6K