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Name Holding Trade Value Shares
Change
Change in
Stake
TLA
526
Tanglewood Legacy Advisors
Texas
$37.3K – – –
VWA
527
VSM Wealth Advisory
Maryland
$35.5K +$1.21K +23 +4%
CT
528
Caldwell Trust
Florida
$34K – – –
Carson Wealth (CWM LLC)
529
Carson Wealth (CWM LLC)
Nebraska
$33K +$2.2K +42 +7%
RF
530
Rossby Financial
Florida
$32.6K +$32.5K +621 New
FWM
531
FSA Wealth Management
Massachusetts
$28.5K – – –
TCOV
532
Trust Company of Vermont
Vermont
$26.8K – – –
RAM
533
Ramirez Asset Management
New York
$24.1K – – –
TSMHT
534
Thurston Springer Miller Herd & Titak
Indiana
$21.4K +$21K +400 New
TCM
535
Tradewinds Capital Management
Washington
$21.4K +$21K +400 New
PP
536
Pacifica Partners
Canada
$20.9K – – –
CWP
537
Concord Wealth Partners
Virginia
$20.8K – – –
AIC
538
Archer Investment Corporation
Indiana
$17.6K +$262 +5 +2%
AAP
539
Arax Advisory Partners
Colorado
$17.4K +$17K +324 New
PSFG
540
Park Square Financial Group
Georgia
$16.7K – – –
FPF
541
First Pacific Financial
Washington
$16.1K +$15.8K +301 New
TPCW
542
TD Private Client Wealth
New York
$13.3K -$10.6K -202 -45%
DF
543
Dunhill Financial
United Kingdom
$12.8K +$10.5K +200 New
DWM
544
Darwin Wealth Management
Florida
$11.5K – – –
GGI
545
Godsey & Gibb Inc
Virginia
$11.1K +$10.8K +207 New
FNWA
546
Financial Network Wealth Advisors
Utah
$11K +$8.96K +171 +489%
CIA
547
Cape Investment Advisory
Georgia
$10.7K – – –
MSFP
548
Mark Sheptoff Financial Planning
Connecticut
$10.7K – – –
AssetMark Inc
549
AssetMark Inc
California
$10.2K +$4.71K +90 +89%
OA
550
Operose Advisors
Wisconsin
$9.9K +$9.69K +185 New