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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$5K -$31.7K -918 -85%
ADL
327
Asset Dedication LLC
California
$5K +$4.48K +130 New
AWM
328
Able Wealth Management
New Jersey
$3.76K +$3.73K +108 New
BWM
329
BKM Wealth Management
Wisconsin
$3.61K +$3.59K +104 New
RWM
330
Raffa Wealth Management
District of Columbia
$3.19K +$931 +27 +42%
MA
331
MCF Advisors
Kentucky
$3.09K
SWM
332
Sugarloaf Wealth Management
Georgia
$2.81K
BBHC
333
Brown Brothers Harriman & Co
New York
$2.46K +$2.45K +71 New
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$2.4K
VWM
335
Venturi Wealth Management
Texas
$1.81K +$1.79K +52 New
VCM
336
Versant Capital Management
Arizona
$1.56K
SPIA
337
Steward Partners Investment Advisory
New York
$1.35K
GEA
338
Glen Eagle Advisors
New Jersey
$1.32K
AF
339
Advisornet Financial
Minnesota
$1.18K -$103 -3 -8%
GRP
340
Global Retirement Partners
California
$1.05K +$655 +19 +173%
SIC
341
SJS Investment Consulting
Ohio
$1.01K -$241 -7 -19%
HGERS
342
Householder Group Estate & Retirement Specialist
Arizona
$1K
CAL
343
Capital Analysts LLC
Pennsylvania
$1K +$1.03K +30 New
NICM
344
Neo Ivy Capital Management
New York
$1K +$1.21K +35 New
Zurich Cantonal Bank
345
Zurich Cantonal Bank
Switzerland
$902 -$27.3K -792 -97%
DPW
346
DiNuzzo Private Wealth
Pennsylvania
$729 +$724 +21 New
SIS
347
Sound Income Strategies
Florida
$694 -$345 -10 -33%
PFBT
348
Parkside Financial Bank & Trust
Missouri
$625 -$1.14K -33 -65%
GWS
349
Glassman Wealth Services
Virginia
$555 -$1.28K -37 -70%
JWA
350
JFS Wealth Advisors
Pennsylvania
$521 -$1.17K -34 -69%