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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
CarsonAllaria Wealth Management
Illinois
$5K
BTI
402
Blue Trust Inc
Georgia
$5K +$2.69K +180 +89%
CAC
403
Core Alternative Capital
Georgia
$4.8K +$5.34K +357 New
KFS
404
Kelly Financial Services
Massachusetts
$4.6K
FWA
405
FSC Wealth Advisors
New York
$4.4K
FP
406
Financial Perspectives
Minnesota
$4.24K
FWM
407
Focused Wealth Management
New York
$4.05K +$2.95K +197 +189%
CWA
408
Clearview Wealth Advisors
Oregon
$4.04K -$17.7K -1,181 -80%
FCT
409
First Community Trust
Iowa
$4.04K
LWANC
410
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.04K
AAP
411
Arax Advisory Partners
Colorado
$4.01K -$1.18K -79 -21%
BEI
412
Benjamin Edwards Inc
Missouri
$4K -$7.75K -518 -63%
PP
413
PrairieView Partners
Minnesota
$4K
TWM
414
Tradition Wealth Management
Minnesota
$4K +$898 +60 +29%
AWM
415
Abound Wealth Management
Tennessee
$3.93K +$1.5K +100 +52%
CP
416
Castleview Partners
Texas
$3.63K
CWA
417
Carolina Wealth Advisors
South Carolina
$3.38K -$374 -25 -9%
Credit Agricole
418
Credit Agricole
France
$3.36K -$5.24K -350 -58%
TWA
419
TCI Wealth Advisors
Arizona
$3.36K -$1.23K -82 -25%
PP
420
PFS Partners
New Jersey
$3.36K
CIM
421
Contravisory Investment Management
Massachusetts
$3.36K +$3.74K +250 New
RAM
422
Riggs Asset Management
Pennsylvania
$3.16K
CCP
423
Carmel Capital Partners
California
$3.08K +$3.43K +229 New
VNA
424
Valley National Advisers
Pennsylvania
$3K
AIM
425
Anchor Investment Management
South Carolina
$2.96K