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Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
226
Migdal Insurance & Financial Holdings
Israel
$6K -$2.6K -83 -30%
OWA
227
Opal Wealth Advisors
New York
$5.82K +$5.78K +185 New
TWP
228
Triad Wealth Partners
Kansas
$5.79K +$5.75K +184 New
Jones Financial Companies
229
Jones Financial Companies
Missouri
$5.5K +$5.47K +175 New
WTA
230
Washington Trust Advisors
Massachusetts
$5.16K +$5.13K +164 New
LC
231
Lindbrook Capital
California
$4.94K +$2.25K +72 +85%
ADL
232
Asset Dedication LLC
California
$4.88K +$4.85K +155 New
PWMG
233
Private Wealth Management Group
New Jersey
$4.62K -$1.91K -61 -29%
QC
234
Quent Capital
New York
$4.31K
VWM
235
Venturi Wealth Management
Texas
$4.12K +$594 +19 +17%
BTI
236
Blue Trust Inc
Georgia
$3.29K +$2.75K +88 New
BIA
237
Bell Investment Advisors
California
$3.21K
BAM
238
Bellevue Asset Management
Washington
$1.95K +$1.94K +62 New
IC
239
Innealta Capital
Texas
$1.7K +$1.69K +54 New
MFG
240
Mendota Financial Group
Wisconsin
$1.57K
HI
241
Harbour Investments
Wisconsin
$1.57K +$625 +20 +67%
QCG
242
Quadrant Capital Group
Ohio
$850 +$657 +21 +350%
BWL
243
Bogart Wealth LLC
Virginia
$786
EWA
244
EverSource Wealth Advisors
Alabama
$360 -$219 -7 -39%
CA
245
CoreCap Advisors
Michigan
$346 +$344 +11 New
IAIM
246
International Assets Investment Management
Florida
$346 +$344 +11 New
JWA
247
JFS Wealth Advisors
Pennsylvania
$189 -$313 -10 -63%
MCM
248
MV Capital Management
Maryland
$126 +$125 +4 New
DPW
249
DiNuzzo Private Wealth
Pennsylvania
$95 -$63 -2 -40%
SIC
250
SJS Investment Consulting
Ohio
$95 -$31 -1 -25%