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Name Holding Trade Value Shares
Change
Change in
Stake
TLA
526
Tanglewood Legacy Advisors
Texas
$950
NEWAS
527
N.E.W. Advisory Services
Wisconsin
$939
CMA
528
Cedar Mountain Advisors
Oregon
$916
AF
529
Abound Financial
California
$905
FGC
530
Financial Gravity Companies
Texas
$905 +$997 +80 New
BCPWM
531
Bradley & Co Private Wealth Management
Florida
$882
FISPB
532
Fideuram - Intesa Sanpaolo Private Banking
$814
HI
533
Horizon Investments
North Carolina
$814 +$449 +36 +100%
FMP
534
Financial Management Professionals
Texas
$803 -$75 -6 -8%
JWM
535
JPL Wealth Management
Colorado
$792 -$1.98K -159 -69%
AP
536
Aspect Partners
Virginia
$792
TCOT
537
Trust Company of Toledo
Ohio
$792
1IA
538
1620 Investment Advisors
Massachusetts
$769 -$536 -43 -39%
PMFA
539
Plante Moran Financial Advisors
Michigan
$724 -$997 -80 -56%
EI
540
EFG International
$713 -$361 -29 -32%
BWL
541
Bogart Wealth LLC
Virginia
$713 +$25 +2 +3%
TFA
542
Transamerica Financial Advisors
Florida
$712 -$25 -2 -3%
MAS
543
MPWM Advisory Solutions
Georgia
$712
RFS
544
Richardson Financial Services
Massachusetts
$690
Lazard Asset Management
545
Lazard Asset Management
New York
$679 -$223K -17,878 -100%
W
546
WealthCollab
Washington
$679 -$2.95K -237 -80%
LWM
547
Lodestone Wealth Management
Washington
$679
BWAM
548
Boyd Watterson Asset Management
Ohio
$645
NS
549
NBC Securities
Alabama
$644 -$25 -2 -3%
BHWM
550
Beaird Harris Wealth Management
Texas
$634