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Name Holding Trade Value Shares
Change
Change in
Stake
KA
176
Kozak & Associates
Colorado
$7K
GWM
177
Geneos Wealth Management
Colorado
$4K -$3.55K -400 -44%
DC
178
DeDora Capital
California
$4K +$4.2K +473 New
AP
179
Atwood & Palmer
Missouri
$3K
BAM
180
Bellevue Asset Management
Washington
$3K
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$3K
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$3K
S
183
SignatureFD
Georgia
$3K +$940 +106 +52%
BLC
184
Brown, Lisle/Cummings
Rhode Island
$2.56K
FMP
185
Financial Management Professionals
Texas
$2K
LWANC
186
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
TFS
187
TrustCore Financial Services
Tennessee
$2K +$1.77K +200 New
GRP
188
Global Retirement Partners
California
$2K +$2.24K +253 New
PA
189
Parallel Advisors
California
$1K -$248 -28 -18%
BWP
190
Baldwin Wealth Partners
Massachusetts
$1K
CWA
191
Carolina Wealth Advisors
South Carolina
$1K
PFBT
192
Parkside Financial Bank & Trust
Missouri
$1K
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$1K
RA
194
Rise Advisors
New York
$1K
DFCM
195
Dark Forest Capital Management
Puerto Rico
$1K +$523 +59 New
SPIA
196
Steward Partners Investment Advisory
New York
$1K +$727 +82 New
MFT
197
Moisand Fitzgerald Tamayo
Florida
$1K +$860 +97 New
BHWM
198
Beaird Harris Wealth Management
Texas
$1K +$1.33K +150 +789%
KFS
199
Kelly Financial Services
Massachusetts
$307
TWC
200
TD Waterhouse Canada
Ontario, Canada
$213