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Name Holding Trade Value Shares
Change
Change in
Stake
CFRPA
651
Castle Financial & Retirement Planning Associates
New Jersey
$12K +$12.5K +39 New
HGWM
652
Harvest Group Wealth Management
Massachusetts
$11K +$965 +3 +10%
MCM
653
MV Capital Management
Maryland
$11K +$2.25K +7 +28%
Jones Financial Companies
654
Jones Financial Companies
Missouri
$10K
SWA
655
Sutton Wealth Advisors
Florida
$9.03K +$322 +1 +4%
ZB
656
Zions Bancorporation
Utah
$8K +$965 +3 +15%
SC
657
Sierra Capital
Florida
$8K +$8.04K +25 New
WFS
658
Widmann Financial Services
Maryland
$8K +$8.36K +26 New
AAP
659
Arax Advisory Partners
Colorado
$7K
SWA
660
SOA Wealth Advisors
New York
$7K
CWS
661
Confluence Wealth Services
Pennsylvania
$7K +$7.07K +22 New
DWA
662
Delos Wealth Advisors
Texas
$7K +$7.07K +22 New
EWA
663
EverSource Wealth Advisors
Alabama
$7K +$7.39K +23 New
CFD
664
Creative Financial Designs
Indiana
$6K -$5.47K -17 -50%
JWA
665
JFS Wealth Advisors
Pennsylvania
$6K +$5.47K +17 New
GI
666
Gradient Investments
Minnesota
$6K +$5.79K +18 New
VCM
667
Versant Capital Management
Arizona
$5K
SC
668
Schubert & Co
Texas
$4K +$4.18K +13 New
GFPC
669
Global Financial Private Client
Florida
$3.68K
RWM
670
Raffa Wealth Management
District of Columbia
$3.34K
PWMG
671
Prestige Wealth Management Group
New Jersey
$3K
SC
672
SouthState Corp
Florida
$3K +$2.57K +8 New
CP
673
Castleview Partners
Texas
$2.88K +$309M +962,172 New
GWM
674
Geneos Wealth Management
Colorado
$2K -$113K -350 -98%
BAM
675
Bellevue Asset Management
Washington
$2K