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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$3.69K -$4.96K -158 -58%
BGAI
202
Bruce G. Allen Investments
Colorado
$2.96K +$2.92K +93 New
ZB
203
Zions Bancorporation
Utah
$2.8K -$1.57K -50 -36%
PWA
204
Provenance Wealth Advisors
Florida
$2.17K +$2.13K +68 New
PWMG
205
Prestige Wealth Management Group
New Jersey
$2.04K – – –
GKIM
206
GW&K Investment Management
Massachusetts
$2K – – –
PGAM
207
Princeton Global Asset Management
New Jersey
$1.72K +$1.7K +54 New
BWL
208
Bogart Wealth LLC
Virginia
$1.59K – – –
RAM
209
Riggs Asset Management
Pennsylvania
$1.59K – – –
Baillie Gifford & Co
210
Baillie Gifford & Co
United Kingdom
$1.59K +$1.57K +50 New
HNB
211
Huntington National Bank
Ohio
$1.5K -$3.23K -103 -69%
IA
212
IFP Advisors
Florida
$1.37K – – –
SWM
213
Sanctuary Wealth Management
Idaho
$1.11K – – –
FBC
214
Fairfield, Bush & Co
Connecticut
$955 +$942 +30 New
RWM
215
Raffa Wealth Management
District of Columbia
$796 – – –
BCM
216
Bourgeon Capital Management
Connecticut
$733 +$126 +4 +21%
CSC
217
Caldwell Sutter Capital
California
$700 – – –
SPIA
218
Steward Partners Investment Advisory
New York
$700 +$691 +22 New
TWD
219
True Wealth Design
Ohio
$446 – – –
PIS
220
POM Investment Strategies
North Carolina
$446 +$440 +14 New
AWM
221
Abound Wealth Management
Tennessee
$383 +$94 +3 +33%
CAM
222
ClariVest Asset Management
California
$320 +$314 +10 New
GWSG
223
GPS Wealth Strategies Group
Colorado
$318 – – –
Jones Financial Companies
224
Jones Financial Companies
Missouri
$287 +$283 +9 New
Barclays
225
Barclays
United Kingdom
$159 -$157 -5 -50%