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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
676
Laurel Wealth Planning
Minnesota
$17K -$18.3K -200 -50%
CAM
677
CenterStar Asset Management
Illinois
$17K – – –
GWS
678
Glassman Wealth Services
Virginia
$17K – – –
MAM
679
Meeder Asset Management
Ohio
$17K – – –
TWM
680
Tradition Wealth Management
Minnesota
$17K – – –
EIP
681
Ellis Investment Partners
Pennsylvania
$17K +$18.3K +200 New
TWP
682
TFO Wealth Partners
Ohio
$17K +$18.3K +200 New
CFA
683
Carroll Financial Associates
North Carolina
$16K – – –
RFA
684
Reilly Financial Advisors
California
$16K – – –
CAGAS
685
Capital Advisory Group Advisory Services
Minnesota
$14K -$392K -4,274 -96%
KFI
686
Key Financial Inc
Pennsylvania
$13K – – –
CA
687
Crewe Advisors
Utah
$12K – – –
OC
688
Oakworth Capital
Alabama
$12K – – –
AA
689
Ancora Advisors
Ohio
$12K +$12.8K +140 New
TCWM
690
Total Clarity Wealth Management
Illinois
$12K +$12.9K +141 New
JWM
691
Janiczek Wealth Management
Colorado
$11K -$4.13K -45 -25%
RWB
692
RMR Wealth Builders
New Jersey
$10K – – –
SQA
693
Simon Quick Advisors
New Jersey
$10K – – –
AWM
694
Activest Wealth Management
Florida
$10K +$10.4K +113 New
CFO
695
CVA Family Office
Colorado
$10K +$11K +120 New
EARNEST Partners
696
EARNEST Partners
Georgia
$9K – – –
IF
697
Ironwood Financial
Arizona
$9K – – –
CCM
698
Covington Capital Management
California
$8K -$2.29K -25 -20%
AF
699
Arrow Financial
New York
$8K – – –
NFSG
700
Newbridge Financial Services Group
Florida
$8K – – –