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Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
401
Richard W. Paul & Associates
Michigan
$867 – – –
BIA
402
Bell Investment Advisors
California
$625 – – –
Global Retirement Partners
403
Global Retirement Partners
California
$523 -$2.21K -185 -82%
Salem Investment Counselors
404
Salem Investment Counselors
North Carolina
$498 +$466 +39 New
RWM
405
Raffa Wealth Management
District of Columbia
$434 – – –
CIA
406
Cape Investment Advisory
Georgia
$395 – – –
EPW
407
Evergreen Private Wealth
Colorado
$383 – – –
RF
408
Robinswood Financial
Washington
$382 – – –
PS
409
PayPay Securities
Japan
$332 -$227 -19 -42%
RA
410
Rise Advisors
New York
$191 – – –
Huntington National Bank
411
Huntington National Bank
Ohio
$179 +$167 +14 New
MCM
412
MV Capital Management
Maryland
$179 +$167 +14 New
KFI
413
Key Financial Inc
Pennsylvania
$166 – – –
JPWM
414
Jamison Private Wealth Management
Georgia
$141 – – –
FPFS
415
First Personal Financial Services
North Carolina
$115 +$107 +9 New
HWP
416
Highline Wealth Partners
California
$102 +$96 +8 New
WBC
417
West Branch Capital
Massachusetts
$96 +$84 +7 New
WWM
418
Wolff Wiese Magana
California
$90 – – –
CoreCap Advisors
419
CoreCap Advisors
Michigan
$89 – – –
ME
420
McIlrath & Eck
Washington
$64 – – –
SIC
421
SJS Investment Consulting
Ohio
$64 – – –
TIM
422
Tortoise Investment Management
New York
$64 – – –
DFA
423
DHJJ Financial Advisors
Illinois
$26 – – –
SSB
424
Sandy Spring Bank
Maryland
$13 – – –
NL
425
NVWM LLC
Pennsylvania
$13 +$12 +1 New