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Name Holding Trade Value Shares
Change
Change in
Stake
PAI
201
Pittenger & Anderson Inc
Nebraska
$9K – – –
FHA
202
First Horizon Advisors
Tennessee
$9K +$9.67K +304 New
UB
203
UMB Bank
Missouri
$8K -$8.52K -268 -52%
PA
204
Parallel Advisors
California
$8K -$636 -20 -7%
CFGS
205
Concourse Financial Group Securities
Alabama
$7K – – –
TWA
206
TCI Wealth Advisors
Arizona
$7K +$509 +16 +8%
JWM
207
Janiczek Wealth Management
Colorado
$7K +$20.9K +656 +586%
LPWM
208
Lake Point Wealth Management
Texas
$6K -$6.36K -200 -50%
CP
209
Corbenic Partners
Pennsylvania
$6K – – –
SSB
210
Sandy Spring Bank
Maryland
$6K – – –
HI
211
Harbour Investments
Wisconsin
$6K +$5.85K +184 New
APA
212
American Portfolios Advisors
New York
$5.26K -$2.54K -80 -32%
TWM
213
Tradition Wealth Management
Minnesota
$5K -$509 -16 -9%
EI
214
Ellevest Inc
New York
$5K +$1.91K +60 +60%
SCA
215
Stonebridge Capital Advisors
Minnesota
$5K +$5.09K +160 New
BBPWM
216
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$4K +$891 +28 +24%
RF
218
Robbins Farley
New Hampshire
$4K +$4.33K +136 New
AF
219
Allworth Financial
California
$3K – – –
AAP
220
Arax Advisory Partners
Colorado
$3K – – –
CWC
221
Carolinas Wealth Consulting
North Carolina
$3K – – –
GWMI
222
Guardian Wealth Management (Illinois)
Illinois
$3K – – –
QC
223
Quent Capital
New York
$3K – – –
TSWM
224
Tyler-Stone Wealth Management
Ohio
$3K – – –
CSB
225
City State Bank
Iowa
$2K -$87.3K -2,744 -97%