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Name Holding Trade Value Shares
Change
Change in
Stake
BA
701
Bellwether Advisors
Nebraska
$5K
PWMG
702
Prestige Wealth Management Group
New Jersey
$5K
PMFA
703
Plante Moran Financial Advisors
Michigan
$5K +$5.6K +40 New
CWM
704
Curi Wealth Management
North Carolina
$5K +$5.88K +42 New
EA
705
Evolution Advisers
Virginia
$5K +$6.02K +43 New
BBHC
706
Brown Brothers Harriman & Co
New York
$4K
CWA
707
Carolina Wealth Advisors
South Carolina
$4K
EW
708
Evoke Wealth
California
$4K
SA
709
SRH Advisors
Kansas
$4K
VCM
710
Versant Capital Management
Arizona
$4K
BAM
711
Bellevue Asset Management
Washington
$4K +$140 +1 +3%
DHGWA
712
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$4.62K +33 New
CI Investments Inc
713
CI Investments Inc
Ontario, Canada
$3K -$12.6M -90,326 -100%
ACM
714
AUA Capital Management
Pennsylvania
$3K
BWM
715
Baystate Wealth Management
Massachusetts
$3K
BIA
716
Bell Investment Advisors
California
$3K
AF
717
Advisornet Financial
Minnesota
$3K +$2.8K +20 New
JFA
718
JNBA Financial Advisors
Minnesota
$3K +$2.94K +21 New
JWA
719
JFS Wealth Advisors
Pennsylvania
$3K +$3.5K +25 New
RWM
720
Raffa Wealth Management
District of Columbia
$2.6K
MG
721
MilWealth Group
Wisconsin
$2.48K
CWC
722
Carolinas Wealth Consulting
North Carolina
$2K
MFT
723
Moisand Fitzgerald Tamayo
Florida
$2K
SIS
724
Sound Income Strategies
Florida
$2K
SC
725
Schubert & Co
Texas
$2K +$1.96K +14 New