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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
626
Wealthspire Advisors (New York)
New York
$9K +$9.2K +61 New
CAGAS
627
Capital Advisory Group Advisory Services
Minnesota
$9K +$9.8K +65 New
CIAS
628
Capital Investment Advisory Services
North Carolina
$8K +$8.3K +55 New
AIA
629
Alera Investment Advisors
Illinois
$8K +$8.75K +58 New
CFA
630
Carroll Financial Associates
North Carolina
$7K -$2.87K -19 -26%
ADL
631
Asset Dedication LLC
California
$7K – – –
WA
632
WealthTrust-Arizona
Arizona
$7K – – –
CTC
633
Central Trust Company
Missouri
$6K – – –
OC
634
Oakworth Capital
Alabama
$6K – – –
GRP
635
Global Retirement Partners
California
$6K +$2.26K +15 +60%
CHP
636
Cable Hill Partners
Oregon
$6K +$3.17K +21 +111%
CFGS
637
Concourse Financial Group Securities
Alabama
$5K -$126K -833 -96%
VCM
638
Versant Capital Management
Arizona
$5K – – –
PWM
639
PRW Wealth Management
Massachusetts
$5K +$4.68K +31 New
MOS
640
MGO One Seven
Ohio
$5K +$6.03K +40 New
Fidelity International
641
Fidelity International
Bermuda
$4K -$12.2M -80,822 -100%
BCM
642
Brasada Capital Management
Texas
$4K – – –
CFA
643
Clarfeld Financial Advisors
New York
$4K +$4.22K +28 New
FTI
644
Fiduciary Trust International
Massachusetts
$4K +$4.53K +30 New
WCM
645
WealthBridge Capital Management
Ohio
$4K +$4.68K +31 New
SWA
646
Sutton Wealth Advisors
Florida
$3.22K – – –
CHC
647
City Holding Co
West Virginia
$3K – – –
TFO
648
Tarbox Family Office
California
$3K +$1.06K +7 +54%
CA
649
Claro Advisors
Massachusetts
$3K +$2.87K +19 New
PWMG
650
Prestige Wealth Management Group
New Jersey
$3K +$3.02K +20 New