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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
551
Moisand Fitzgerald Tamayo
Florida
$2K – – –
EWM
552
Endurance Wealth Management
Rhode Island
$2K – – –
RWM
553
Raffa Wealth Management
District of Columbia
$1.91K – – –
AFS
554
Annapolis Financial Services
Maryland
$1.82K – – –
RG
555
Retirement Group
California
$1.64K – – –
VCM
556
Versant Capital Management
Arizona
$1.55K +$234 +3 +21%
Gradient Investments
557
Gradient Investments
Minnesota
$1.55K +$1.33K +17 New
Arax Advisory Partners
558
Arax Advisory Partners
Colorado
$1.37K +$1.17K +15 New
SS
559
Sunbelt Securities
Texas
$1.28K – – –
DI
560
Disciplined Investments
Oklahoma
$1.18K +$468 +6 +86%
GJIA
561
Glass Jacobson Investment Advisors
Maryland
$1K +$859 +11 New
HFS
562
HBC Financial Services
Washington
$1K -$1.17K -15 -43%
TD Ameritrade Investment Management
563
TD Ameritrade Investment Management
Nebraska
$1K – – –
SIA
564
SkyView Investment Advisors
New Jersey
$1K +$703 +9 New
BG
565
Bollard Group
Massachusetts
$1K +$1.17K +15 New
MCM
566
MV Capital Management
Maryland
$912 – – –
Baker Avenue Asset Management
567
Baker Avenue Asset Management
California
$911 +$468 +6 +150%
SIC
568
SJS Investment Consulting
Ohio
$729 +$78 +1 +14%
VWM
569
Venturi Wealth Management
Texas
$548 +$468 +6 New
BOK Financial
570
BOK Financial
Oklahoma
$547 -$1.72K -22 -79%
CSPIA
571
Cary Street Partners Investment Advisory
Virginia
$456 – – –
Avior Wealth Management
572
Avior Wealth Management
Nebraska
$455 +$390 +5 New
CWM
573
Cedar Wealth Management
California
$364 – – –
TWD
574
True Wealth Design
Ohio
$274 – – –
Clearstead Advisors
575
Clearstead Advisors
Ohio
$92 – – –