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Name Holding Trade Value Shares
Change
Change in
Stake
FLP
801
Financial Life Planners
Arizona
$3.88K +$3.96K +69 New
GWSG
802
GPS Wealth Strategies Group
Colorado
$3.75K
KWAG
803
Kiely Wealth Advisory Group
North Carolina
$3.46K
AF
804
Advisornet Financial
Minnesota
$3.38K -$5.34K -93 -61%
GEA
805
Glen Eagle Advisors
New Jersey
$3.15K
LDB
806
Lee, Danner & Bass
Tennessee
$3.15K +$3.21K +56 New
JFA
807
JNBA Financial Advisors
Minnesota
$3.08K
ME
808
McIlrath & Eck
Washington
$3K
AW
809
Avion Wealth
Texas
$3K +$1.09K +19 +51%
Lazard Asset Management
810
Lazard Asset Management
New York
$3K +$3.27K +57 New
CAS
811
Coppell Advisory Solutions
Texas
$2.85K
AWM
812
Abound Wealth Management
Tennessee
$2.7K
DPW
813
DiNuzzo Private Wealth
Pennsylvania
$2.33K +$57 +1 +3%
KA
814
Kozak & Associates
Colorado
$2.29K
RWM
815
Raffa Wealth Management
District of Columbia
$2.17K
FMP
816
Financial Management Professionals
Texas
$2.1K
FFO
817
Fortitude Family Office
Arizona
$2.1K
NC
818
NewSquare Capital
Pennsylvania
$2.02K +$2.07K +36 New
CT
819
Coastline Trust
Rhode Island
$1.88K
PWA
820
Provenance Wealth Advisors
Florida
$1.88K
TIM
821
Tortoise Investment Management
New York
$1.73K
AT
822
Avalon Trust
New Mexico
$1.73K +$1.78K +31 New
CSWM
823
Cassady Schiller Wealth Management
Ohio
$1.73K +$1.78K +31 New
BONH
824
Bank of New Hampshire
New Hampshire
$1.5K
CFS
825
CGC Financial Services
Oregon
$1.5K