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Name Holding Trade Value Shares
Change
Change in
Stake
HBW
326
Hazlett, Burt & Watson
West Virginia
$1K – – –
Blue Trust Inc
327
Blue Trust Inc
Georgia
$1K +$336 +46 +131%
Farmers & Merchants Investments Inc
328
Farmers & Merchants Investments Inc
Nebraska
$946 – – –
SC
329
Schubert & Co
Texas
$739 -$548 -75 -40%
CSPIA
330
Cary Street Partners Investment Advisory
Virginia
$713 +$804 +110 New
SWA
331
Sutton Wealth Advisors
Florida
$693 -$29 -4 -4%
GEA
332
Glen Eagle Advisors
New Jersey
$680 – – –
HCM
333
Hollencrest Capital Management
California
$680 +$767 +105 New
WBC
334
West Branch Capital
Massachusetts
$648 – – –
GFPC
335
Global Financial Private Client
Florida
$648 +$731 +100 New
PFG
336
Piershale Financial Group
Illinois
$648 +$731 +100 New
LC
337
Lindbrook Capital
California
$609 +$687 +94 New
LSA
338
Lansing Street Advisors
Pennsylvania
$596 +$672 +92 New
SIC
339
SJS Investment Consulting
Ohio
$460 -$270 -37 -34%
PWMG
340
Prestige Wealth Management Group
New Jersey
$408 – – –
Farther Finance Advisors
341
Farther Finance Advisors
California
$363 +$409 +56 New
TCI Wealth Advisors
342
TCI Wealth Advisors
Arizona
$337 -$190 -26 -33%
Washington Trust
343
Washington Trust
Rhode Island
$324 – – –
TFM
344
TFC Financial Management
Massachusetts
$272 – – –
Larson Financial Group
345
Larson Financial Group
Missouri
$266 – – –
DI
346
Disciplined Investments
Oklahoma
$253 -$95 -13 -25%
SSB
347
Sandy Spring Bank
Maryland
$194 +$219 +30 New
SMA
348
Sage Mountain Advisors
Georgia
$175 -$1.57K -215 -89%
IGWM
349
ICA Group Wealth Management
Colorado
$160 +$146 +20 New
Private Advisor Group
350
Private Advisor Group
New Jersey
$140 -$17K -2,323 -10%