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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
426
Toth Financial Advisory
Virginia
$10K – – –
AIL
427
AGF Investments LLC
Ontario, Canada
$10K +$12.2K +440 New
Procyon Advisors
428
Procyon Advisors
Connecticut
$9K -$2.25K -81 -17%
Orion Portfolio Solutions
429
Orion Portfolio Solutions
Nebraska
$9K +$3.3K +119 +39%
Federation des caisses Desjardins du Quebec
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.09K – – –
HFA
431
HC Financial Advisors
California
$8K +$9.7K +350 New
Sowell Financial Services
432
Sowell Financial Services
Arkansas
$6K – – –
TL
433
TrueWealth LLC
Georgia
$6K – – –
AW
434
Avion Wealth
Texas
$5K +$6.22K +224 New
GEA
435
Glen Eagle Advisors
New Jersey
$4.84K +$28 +1 +0.5%
CT
436
Caldwell Trust
Florida
$4.43K +$2.78K +100 +100%
SWM
437
Sugarloaf Wealth Management
Georgia
$4K – – –
BCA
438
Berman Capital Advisors
Georgia
$4K +$417 +15 +8%
WAP
439
Wealthcare Advisory Partners
Pennsylvania
$3K -$13.9K -500 -80%
Global Retirement Partners
440
Global Retirement Partners
California
$3K -$1.22K -44 -26%
BAMG
441
Brand Asset Management Group
Missouri
$3K – – –
EARNEST Partners
442
EARNEST Partners
Georgia
$3K – – –
FBT
443
First Bank & Trust
South Dakota
$3K – – –
HWM
444
HighMark Wealth Management
Minnesota
$3K +$28 +1 +0.6%
JSC
445
Jackson Square Capital
California
$3K +$4.22K +152 New
Heritage Wealth Advisors
446
Heritage Wealth Advisors
Virginia
$2.22K – – –
Lazard Asset Management
447
Lazard Asset Management
New York
$2K -$19.4K -698 -87%
LWA
448
Lenox Wealth Advisors
New York
$2K – – –
NSIM
449
North Star Investment Management
Illinois
$2K – – –
PWMG
450
Prestige Wealth Management Group
New Jersey
$2K – – –