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HDB

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIM
501
Liberty One Investment Management
Illinois
$7.57K +$1.24K +38 +17%
TJHA
502
Thomas J. Herzfeld Advisors
Florida
$6.43K – – –
OA
503
Operose Advisors
Wisconsin
$5.67K +$6.25K +192 New
IA
504
IFP Advisors
Florida
$5.61K -$90.2K -2,770 -94%
SCA
505
Stonebridge Capital Advisors
Minnesota
$5.19K – – –
RFG
506
RFP Financial Group
Georgia
$5.08K – – –
WTA
507
Washington Trust Advisors
Massachusetts
$4.25K – – –
FRA
508
Front Row Advisors
California
$4.19K +$65 +2 +1%
CSC
509
Caldwell Sutter Capital
California
$4.13K – – –
BWL
510
Bogart Wealth LLC
Virginia
$4.01K – – –
CWC
511
Carolinas Wealth Consulting
North Carolina
$3.44K – – –
IFAM
512
Institutional & Family Asset Management
Colorado
$3.31K – – –
GJIA
513
Glass Jacobson Investment Advisors
Maryland
$2.6K – – –
EWA
514
EverSource Wealth Advisors
Alabama
$2.54K +$130 +4 +5%
PWA
515
Provenance Wealth Advisors
Florida
$2.54K +$2.8K +86 New
HI
516
Harbour Investments
Wisconsin
$2.48K -$1.82K -56 -40%
VCM
517
Versant Capital Management
Arizona
$2.48K – – –
JGIA
518
Jackson Grant Investment Advisers
Connecticut
$2.36K – – –
LFG
519
Larson Financial Group
Missouri
$2.3K +$2.54K +78 New
HGERS
520
Householder Group Estate & Retirement Specialist
Arizona
$2.12K +$2.35K +72 New
HBW
521
Hazlett, Burt & Watson
West Virginia
$2K +$1.82K +56 New
DF
522
DecisionPoint Financial
Arizona
$1.83K – – –
AAP
523
Arax Advisory Partners
Colorado
$1.59K – – –
MIM
524
Macroview Investment Management
Maryland
$1.42K +$1.56K +48 New
PP
525
Pacifica Partners
Canada
$1.36K -$9.64K -296 -87%
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