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Name Holding Trade Value Shares
Change
Change in
Stake
AF
276
Allworth Financial
California
$5K – – –
BAM
277
Bellevue Asset Management
Washington
$5K – – –
Credit Agricole
278
Credit Agricole
France
$5K – – –
IWP
279
IAG Wealth Partners
Wisconsin
$5K – – –
JPLA
280
Joseph P. Lucia & Associates
New York
$5K – – –
ME
281
McIlrath & Eck
Washington
$5K – – –
SIS
282
Sound Income Strategies
Florida
$4K -$4.13K -200 -51%
AW
283
Avion Wealth
Texas
$4K – – –
JCM
284
Jacobi Capital Management
Pennsylvania
$4K – – –
EARNEST Partners
285
EARNEST Partners
Georgia
$3K – – –
HIA
286
Harbor Investment Advisory
Maryland
$3K – – –
WT
287
Washington Trust
Rhode Island
$3K – – –
WQ
288
Wealth Quarterback
New Jersey
$3K +$2.56K +124 New
FP
289
Financial Perspectives
Minnesota
$2.01K – – –
CAL
290
Capital Analysts LLC
Pennsylvania
$2K – – –
CFFP
291
Center for Financial Planning
Michigan
$2K – – –
LC
292
Lindbrook Capital
California
$2K – – –
SWM
293
Spire Wealth Management
Virginia
$2K – – –
TCOV
294
Trust Company of Vermont
Vermont
$2K – – –
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.09K +53 +100%
AWA
296
Arkadios Wealth Advisors
Georgia
$2K +$2.06K +100 New
CTC
297
Central Trust Company
Missouri
$2K +$2.06K +100 New
AIM
298
Anchor Investment Management
South Carolina
$1.11K – – –
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$1K -$2.89K -140 -61%
BWM
300
Baystate Wealth Management
Massachusetts
$1K – – –