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Name Holding Trade Value Shares
Change
Change in
Stake
BSB
526
Bangor Savings Bank
Maine
$995 – – –
HCM
527
Hollencrest Capital Management
California
$973 -$10.1K -814 -90%
AWM
528
Abound Wealth Management
Tennessee
$973 -$6.38K -512 -86%
TLA
529
Tanglewood Legacy Advisors
Texas
$950 – – –
NEWAS
530
N.E.W. Advisory Services
Wisconsin
$939 – – –
CMA
531
Cedar Mountain Advisors
Oregon
$916 – – –
AF
532
Abound Financial
California
$905 – – –
FGC
533
Financial Gravity Companies
Texas
$905 +$997 +80 New
BCPWM
534
Bradley & Co Private Wealth Management
Florida
$882 – – –
FISPB
535
Fideuram - Intesa Sanpaolo Private Banking
$814 – – –
HI
536
Horizon Investments
North Carolina
$814 +$449 +36 +100%
FMP
537
Financial Management Professionals
Texas
$803 -$75 -6 -8%
JWM
538
JPL Wealth Management
Colorado
$792 -$1.98K -159 -69%
AP
539
Aspect Partners
Virginia
$792 – – –
TCOT
540
Trust Company of Toledo
Ohio
$792 – – –
1IA
541
1620 Investment Advisors
Massachusetts
$769 -$536 -43 -39%
PMFA
542
Plante Moran Financial Advisors
Michigan
$724 -$997 -80 -56%
EI
543
EFG International
$713 -$361 -29 -32%
BWL
544
Bogart Wealth LLC
Virginia
$713 +$25 +2 +3%
TFA
545
Transamerica Financial Advisors
Florida
$712 -$25 -2 -3%
MAS
546
MPWM Advisory Solutions
Georgia
$712 – – –
RFS
547
Richardson Financial Services
Massachusetts
$690 – – –
Lazard Asset Management
548
Lazard Asset Management
New York
$679 -$223K -17,878 -100%
W
549
WealthCollab
Washington
$679 -$2.95K -237 -80%
LWM
550
Lodestone Wealth Management
Washington
$679 – – –