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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
701
Coppell Advisory Solutions
Texas
$2.05K – – –
AW
702
Avion Wealth
Texas
$2K +$1.15K +20 +67%
VNA
703
Valley National Advisers
Pennsylvania
$2K +$1.15K +20 +100%
AGWCA
704
Annis Gardner Whiting Capital Advisors
Florida
$1.6K +$1.73K +30 New
GTAM
705
Global Trust Asset Management
Florida
$1.4K – – –
EBA
706
Eagle Bay Advisors
New York
$1.34K – – –
PWMG
707
Prestige Wealth Management Group
New Jersey
$1.23K – – –
PWA
708
Provenance Wealth Advisors
Florida
$1.23K +$1.32K +23 New
MFT
709
Moisand Fitzgerald Tamayo
Florida
$1.18K – – –
1832 Asset Management
710
1832 Asset Management
Ontario, Canada
$1.18K +$1.27K +22 New
JWM
711
Janiczek Wealth Management
Colorado
$1.07K +$1.15K +20 New
OCM
712
Orion Capital Management
California
$1.07K +$1.15K +20 New
TAM
713
Tucker Asset Management
Colorado
$1.02K +$1.09K +19 New
SIA
714
SkyView Investment Advisors
New Jersey
$1K -$58 -1 -8%
TFA
715
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
716
TS Financial Group (TSFG)
Illinois
$1K – – –
ADL
717
Asset Dedication LLC
California
$1K +$807 +14 New
ACA
718
Atlas Capital Advisors
Wyoming
$908 – – –
CWC
719
Carolinas Wealth Consulting
North Carolina
$886 – – –
HWP
720
Hibernia Wealth Partners
Louisiana
$802 +$864 +15 New
GFPC
721
Global Financial Private Client
Florida
$684 – – –
SWA
722
SOA Wealth Advisors
New York
$598 – – –
LFG
723
Larson Financial Group
Missouri
$535 +$576 +10 New
TFM
724
TFC Financial Management
Massachusetts
$482 – – –
GI
725
Gradient Investments
Minnesota
$267 – – –