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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
426
JFS Wealth Advisors
Pennsylvania
$2.99K +$254 +2 +11%
CIA
427
Cape Investment Advisory
Georgia
$2.7K – – –
WTC
428
WhitTier Trust Company
Nevada
$2.66K – – –
MCM
429
Manchester Capital Management
Vermont
$2.56K – – –
MSWA
430
Marshall & Sterling Wealth Advisors
New York
$2.42K – – –
MWA
431
Medallion Wealth Advisors
Connecticut
$2.27K – – –
FNWA
432
Financial Network Wealth Advisors
Utah
$2.27K +$2.04K +16 New
MA
433
Montag & Associates
Georgia
$2.14K +$1.02K +8 +114%
BFS
434
Bare Financial Services
Pennsylvania
$2.13K +$509 +4 +36%
CAL
435
Capital Advisors Ltd
Ohio
$2K – – –
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$1.99K -$1.02K -8 -36%
TWD
437
True Wealth Design
Ohio
$1.56K – – –
LFG
438
Larson Financial Group
Missouri
$1.56K +$509 +4 +57%
PPA
439
Painted Porch Advisors
California
$1.42K – – –
GA
440
Guerra Advisors
Florida
$1.42K +$1.27K +10 New
AW
441
Avion Wealth
Texas
$1K – – –
HFM
442
Harvest Fund Management
China
$1K – – –
HFS
443
Hantz Financial Services
Michigan
$1K +$1.02K +8 New
HFS
444
Hughes Financial Services
Virginia
$958 – – –
PPC
445
Park Place Capital
Alabama
$853 – – –
DPW
446
DiNuzzo Private Wealth
Pennsylvania
$817 +$254 +2 +50%
BGAI
447
Bruce G. Allen Investments
Colorado
$711 +$127 +1 +25%
KG
448
Kilter Group
New York
$569 – – –
BHWM
449
Bay Harbor Wealth Management
Maryland
$568 +$254 +2 +100%
SIC
450
SJS Investment Consulting
Ohio
$427 – – –