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Name Holding Trade Value Shares
Change
Change in
Stake
LC
651
Lindbrook Capital
California
$12K – – –
S
652
Surevest
California
$12K +$11.9K +37 New
CFRPA
653
Castle Financial & Retirement Planning Associates
New Jersey
$12K +$12.5K +39 New
HGWM
654
Harvest Group Wealth Management
Massachusetts
$11K +$965 +3 +10%
MCM
655
MV Capital Management
Maryland
$11K +$2.25K +7 +28%
Jones Financial Companies
656
Jones Financial Companies
Missouri
$10K – – –
SWA
657
Sutton Wealth Advisors
Florida
$9.03K +$322 +1 +4%
ZB
658
Zions Bancorporation
Utah
$8K +$965 +3 +15%
SC
659
Sierra Capital
Florida
$8K +$8.04K +25 New
WFS
660
Widmann Financial Services
Maryland
$8K +$8.36K +26 New
AAP
661
Arax Advisory Partners
Colorado
$7K – – –
SWA
662
SOA Wealth Advisors
New York
$7K – – –
CWS
663
Confluence Wealth Services
Pennsylvania
$7K +$7.07K +22 New
DWA
664
Delos Wealth Advisors
Texas
$7K +$7.07K +22 New
EWA
665
EverSource Wealth Advisors
Alabama
$7K +$7.39K +23 New
CFD
666
Creative Financial Designs
Indiana
$6K -$5.47K -17 -50%
JWA
667
JFS Wealth Advisors
Pennsylvania
$6K +$5.47K +17 New
GI
668
Gradient Investments
Minnesota
$6K +$5.79K +18 New
VCM
669
Versant Capital Management
Arizona
$5K – – –
SC
670
Schubert & Co
Texas
$4K +$4.18K +13 New
GFPC
671
Global Financial Private Client
Florida
$3.68K – – –
RWM
672
Raffa Wealth Management
District of Columbia
$3.34K – – –
PWMG
673
Prestige Wealth Management Group
New Jersey
$3K – – –
SC
674
SouthState Corp
Florida
$3K +$2.57K +8 New
GWM
675
Geneos Wealth Management
Colorado
$2K -$113K -350 -98%