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Name Holding Trade Value Shares
Change
Change in
Stake
DOA
201
D'Orazio & Associates
Virginia
$6K
JPLA
202
Joseph P. Lucia & Associates
New York
$6K +$5.06K +275 +1,100%
SWM
203
Sugarloaf Wealth Management
Georgia
$6K +$5.52K +300 New
HF
204
Halpern Financial
Virginia
$5.28K +$4.6K +250 New
FHA
205
Flagship Harbor Advisors
Massachusetts
$5K -$17.5K -950 -79%
GT
206
Glenmede Trust
Pennsylvania
$5K
TCOV
207
Trust Company of Vermont
Vermont
$5K
TFGT
208
TS Financial Group (TSFG)
Illinois
$5K
HWM
209
Howard Wealth Management
Connecticut
$5K +$4.6K +250 New
EWA
210
Evolution Wealth Advisors
Florida
$5K +$101K +5,481 New
AF
211
Advisornet Financial
Minnesota
$4K
PFSC
212
Peoples Financial Services Corp
Pennsylvania
$4K
SIC
213
Salem Investment Counselors
North Carolina
$4K
S
214
SignatureFD
Georgia
$4K
GWMIA
215
Global Wealth Management Investment Advisory
Florida
$4K +$1.84K +100 +100%
RWB
216
RMR Wealth Builders
New Jersey
$4K +$3.68K +200 New
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$3K
PFPT
218
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K +$2.3K +125 New
OPS
219
Orion Portfolio Solutions
Nebraska
$3K +$3.03K +165 New
GEA
220
Glen Eagle Advisors
New Jersey
$2.11K
IA
221
IFP Advisors
Florida
$2K -$22.1K -1,200 -92%
VEA
222
Virtus ETF Advisers
New York
$2K -$294 -16 -16%
ATC
223
Adirondack Trust Company
New York
$2K
IF
224
Ironwood Financial
Arizona
$2K
LWM
225
Liberty Wealth Management
California
$1K