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HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
626
Toth Financial Advisory
Virginia
$7K – – –
DHGWA
627
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$8.32K +11 New
HIIFS
628
Harel Insurance Investments & Financial Services
Israel
$6K -$8.32K -11 -55%
WPA
629
West Paces Advisors
Georgia
$5.93K +$756 +1 +13%
RWM
630
Raffa Wealth Management
District of Columbia
$5.27K – – –
BFC
631
Bedel Financial Consulting
Indiana
$5K – – –
TJHA
632
Thomas J. Herzfeld Advisors
Florida
$5K – – –
TFM
633
TFC Financial Management
Massachusetts
$5K +$2.27K +3 +75%
SCA
634
Stonebridge Capital Advisors
Minnesota
$5K +$5.29K +7 New
ECM
635
Estabrook Capital Management
New York
$4.61K +$5.29K +7 New
RDIA
636
RE Dickinson Investment Advisors
Iowa
$4K +$4.54K +6 New
RDFA
637
Ritter Daniher Financial Advisory
Ohio
$4K +$4.54K +6 New
BCM
638
Blume Capital Management
California
$3K – – –
FWM
639
Focused Wealth Management
New York
$3K – – –
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
SWM
641
Sugarloaf Wealth Management
Georgia
$3K – – –
ZB
642
Zions Bancorporation
Utah
$3K +$756 +1 +33%
MTWM
643
Masso Torrence Wealth Management
New Jersey
$3K +$3.03K +4 New
CFFP
644
Center for Financial Planning
Michigan
$3K +$3.78K +5 New
FF
645
FourThought Financial
Florida
$2K – – –
AAP
646
Arax Advisory Partners
Colorado
$2K +$1.51K +2 +200%
CWM
647
Curi Wealth Management
North Carolina
$2K +$3.03K +4 New
SWA
648
Sutton Wealth Advisors
Florida
$1.98K +$2.27K +3 New
RFA
649
Reilly Financial Advisors
California
$1K – – –
CAL
650
Capital Advisors Ltd
Ohio
$1K +$756 +1 New
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