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HDB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
526
Provenance Wealth Advisors
Florida
$6.84K +$3.56K +118 +137%
CFFP
527
Center for Financial Planning
Michigan
$6.78K +$6.09K +202 New
BIA
528
Bell Investment Advisors
California
$6.51K +$5.85K +194 New
OA
529
Operose Advisors
Wisconsin
$6.44K – – –
JFGIW
530
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.17K +$5.55K +184 New
CAS
531
Coppell Advisory Solutions
Texas
$6.04K +$5.43K +180 New
OC
532
Oakworth Capital
Alabama
$5.3K +$4.77K +158 New
RBA
533
Richard Bernstein Advisors
New York
$5.24K +$4.71K +156 New
BGAI
534
Bruce G. Allen Investments
Colorado
$5.1K +$4.58K +152 New
WT
535
Washington Trust
Rhode Island
$5.1K +$4.58K +152 New
TWC
536
TD Waterhouse Canada
Ontario, Canada
$4.77K +$4.34K +144 New
BWL
537
Bogart Wealth LLC
Virginia
$4.56K – – –
IFAM
538
Institutional & Family Asset Management
Colorado
$4.29K +$483 +16 +14%
CWC
539
Carolinas Wealth Consulting
North Carolina
$4.09K – – –
T
540
Tidemark
California
$3.96K +$3.56K +118 New
IA
541
IFP Advisors
Florida
$3.02K -$3.02K -100 -53%
HI
542
Harbour Investments
Wisconsin
$2.82K – – –
JGIA
543
Jackson Grant Investment Advisers
Connecticut
$2.68K – – –
PGAM
544
Princeton Global Asset Management
New Jersey
$2.62K +$2.35K +78 New
GWM
545
Geneos Wealth Management
Colorado
$2.48K +$2.23K +74 New
SPIA
546
Steward Partners Investment Advisory
New York
$2.48K +$2.23K +74 New
TVAMP
547
Tennessee Valley Asset Management Partners
Tennessee
$2.42K +$2.17K +72 New
FG
548
Fairman Group
Pennsylvania
$2.15K +$1.93K +64 New
DF
549
DecisionPoint Financial
Arizona
$2.08K – – –
HBW
550
Hazlett, Burt & Watson
West Virginia
$2K – – –
20 21
22
23 24