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Name Holding Trade Value Shares
Change
Change in
Stake
FPW
1176
Flagship Private Wealth
Massachusetts
$3.85K +$2.99K +357 New
TI
1177
tru Independence
Oregon
$3.38K +$176K +21,017 +6%
BCWM
1178
Bartlett & Co Wealth Management
Ohio
$3.08K – – –
WB
1179
Webster Bank
Connecticut
$3K -$8 -1 -0.3%
BC
1180
Bartlett & Co
Ohio
$3K – – –
EWA
1181
Evolution Wealth Advisors
Florida
$3K – – –
TCM
1182
TD Capital Management
Tennessee
$3K – – –
TFA
1183
Toth Financial Advisory
Virginia
$3K – – –
FP
1184
Fiduciary Planning
Florida
$3K +$804 +96 +32%
RDFA
1185
Ritter Daniher Financial Advisory
Ohio
$3K +$2.39K +285 New
IHWM
1186
Iron Horse Wealth Management
Iowa
$3K +$2.88K +344 New
D
1187
Diversified
Delaware
$3K +$3.91K +467 New
RWM
1188
Raffa Wealth Management
District of Columbia
$2.53K – – –
LAS
1189
Lloyd Advisory Services
Georgia
$2K -$11.8K -1,410 -88%
CAL
1190
Capital Analysts LLC
Pennsylvania
$2K -$2.93K -350 -63%
BWA
1191
Burt Wealth Advisors
Maryland
$2K – – –
CA
1192
Centerpoint Advisors
Massachusetts
$2K – – –
CCA
1193
Column Capital Advisors
Indiana
$2K – – –
HFA
1194
HC Financial Advisors
California
$2K – – –
MIM
1195
Macroview Investment Management
Maryland
$2K – – –
OC
1196
Oakworth Capital
Alabama
$2K – – –
PCTC
1197
Perkins Coie Trust Company
Washington
$2K – – –
YAL
1198
Your Advocates Ltd
Texas
$2K – – –
MA
1199
Montag & Associates
Georgia
$2K +$1.46K +174 New
CCC
1200
Crescent Capital Consulting
Louisiana
$2K +$1.68K +200 New