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NAVI

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
226
Red Tortoise LLC
Georgia
$3.87K – – –
VCM
227
Versant Capital Management
Arizona
$3.8K +$419 +24 +13%
PFBT
228
Parkside Financial Bank & Trust
Missouri
$3.35K +$1.73K +99 +122%
GRP
229
Global Retirement Partners
California
$3.33K +$17 +1 +0.5%
FFO
230
Fortitude Family Office
Arizona
$3.11K +$2.91K +167 New
JWA
231
JFS Wealth Advisors
Pennsylvania
$2.76K -$140 -8 -5%
IA
232
IFP Advisors
Florida
$2.66K – – –
HNB
233
Huntington National Bank
Ohio
$2.18K +$471 +27 +30%
AF
234
Allworth Financial
California
$2.16K +$262 +15 +15%
PWMG
235
Private Wealth Management Group
New Jersey
$2.01K +$1.88K +108 New
CFD
236
Creative Financial Designs
Indiana
$1.99K +$1.87K +107 New
HFM
237
Hartford Financial Management
Connecticut
$1.86K – – –
W
238
WealthCollab
Washington
$1.55K +$1.45K +83 New
BWM
239
Baystate Wealth Management
Massachusetts
$1.49K +$17 +1 +1%
MFT
240
Moisand Fitzgerald Tamayo
Florida
$1.45K – – –
SIS
241
Sound Income Strategies
Florida
$1.43K – – –
PS
242
Principal Securities
Iowa
$1.43K +$1.34K +77 New
BCMLT
243
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.07K – – –
RFG
244
RFP Financial Group
Georgia
$1.06K – – –
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$1.02K – – –
MCM
246
Manchester Capital Management
Vermont
$931 – – –
AF
247
Advisornet Financial
Minnesota
$726 +$680 +39 New
SIC
248
SJS Investment Consulting
Ohio
$540 +$87 +5 +21%
DPW
249
DiNuzzo Private Wealth
Pennsylvania
$485 +$454 +26 New
CWC
250
Carolinas Wealth Consulting
North Carolina
$437 – – –
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