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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1201
Highline Wealth Partners
California
$1.55K – – –
DSC
1202
Duncker Streett & Co
Missouri
$1.35K – – –
LWA
1203
Lowe Wealth Advisors
Maryland
$1.35K – – –
TCM
1204
Tradewinds Capital Management
Washington
$1.21K – – –
GMA
1205
Glassy Mountain Advisors
Maryland
$1.21K +$1.33K +36 New
NC
1206
NewSquare Capital
Pennsylvania
$1.14K +$1.26K +34 New
GJIA
1207
Glass Jacobson Investment Advisors
Maryland
$1.11K +$1.22K +33 New
LS
1208
Leelyn Smith
Illinois
$1.01K -$37 -1 -3%
RFS
1209
Retirement Financial Solutions
Tennessee
$1.01K +$1.11K +30 New
BONH
1210
Bank of New Hampshire
New Hampshire
$1K – – –
CWM
1211
CarsonAllaria Wealth Management
Illinois
$1K – – –
SFA
1212
Semmax Financial Advisors
North Carolina
$1K – – –
PWS
1213
Paragon Wealth Strategies
Florida
$946 – – –
TWD
1214
True Wealth Design
Ohio
$908 +$998 +27 New
BC
1215
Burleson & Co
California
$703 – – –
HS
1216
Horan Securities
United States
$693 – – –
DWMG
1217
DB Wealth Management Group
California
$673 -$21K -568 -97%
DWA
1218
Delos Wealth Advisors
Texas
$607 – – –
CYG
1219
Clean Yield Group
Vermont
$606 – – –
IAA
1220
Independent Advisor Alliance
North Carolina
$602 -$1.72M -46,643 -72%
OA
1221
Operose Advisors
Wisconsin
$437 – – –
TWP
1222
TFO Wealth Partners
Ohio
$384 +$333 +9 New
BWP
1223
Baldwin Wealth Partners
Massachusetts
$336 – – –
RF
1224
Robbins Farley
New Hampshire
$336 – – –
WA
1225
WestEnd Advisors
North Carolina
$303 – – –