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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
526
Janiczek Wealth Management
Colorado
$85K +$21.3K +171 +36%
NR
527
Newfound Research
Massachusetts
$83K -$59.4K -477 -43%
SFS
528
Sowell Financial Services
Arkansas
$81K +$124 +1 +0.2%
CT
529
Caldwell Trust
Florida
$80.4K +$5.6K +45 +8%
LWM
530
Liberty Wealth Management
California
$78K – – –
EI
531
Ellevest Inc
New York
$75K +$33.6K +270 +89%
CFGS
532
Concourse Financial Group Securities
Alabama
$72K +$18.4K +148 +37%
MAM
533
Meeder Asset Management
Ohio
$72K +$56.6K +455 +511%
IFAM
534
Institutional & Family Asset Management
Colorado
$68K +$64.2K +516 New
TAM
535
Tucker Asset Management
Colorado
$66.3K – – –
TCOV
536
Trust Company of Vermont
Vermont
$66K – – –
ZB
537
Zions Bancorporation
Utah
$62K – – –
IA
538
IFP Advisors
Florida
$60K – – –
HWA
539
Heritage Wealth Advisors
Virginia
$59.3K – – –
CWP
540
Concord Wealth Partners
Virginia
$56K +$50.9K +409 +3,408%
IAIM
541
International Assets Investment Management
Florida
$55K – – –
WTC
542
WhitTier Trust Company
Nevada
$55K – – –
HI
543
Harbour Investments
Wisconsin
$55K +$51.8K +416 New
CFD
544
Creative Financial Designs
Indiana
$55K +$51.9K +417 New
LWA
545
Lowe Wealth Advisors
Maryland
$53K – – –
ADIM
546
Alpha DNA Investment Management
Maryland
$52K -$11.3K -91 -19%
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
CAC
548
Certified Advisory Corp
Florida
$49K +$45.8K +368 New
CIA
549
CSat Investment Advisory
Michigan
$45K +$7.59K +61 +22%
HR
550
Howe & Rusling
New York
$44K – – –