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Name Holding Trade Value Shares
Change
Change in
Stake
TF
451
TimeScale Financial
Massachusetts
$426 – – –
VWM
452
Venturi Wealth Management
Texas
$417 +$364 +43 New
EARNEST Partners
453
EARNEST Partners
Georgia
$407 – – –
SIS
454
Strategic Investment Solutions
Illinois
$354 – – –
KFS
455
Kelly Financial Services
Massachusetts
$320 – – –
BIA
456
Bell Investment Advisors
California
$311 – – –
AWM
457
Abound Wealth Management
Tennessee
$301 +$262 +31 New
EC
458
Elequin Capital
New York
$291 +$254 +30 New
FSWA
459
Financial Synergies Wealth Advisors
Texas
$262 – – –
PP
460
Pacifica Partners
Canada
$255 – – –
RWM
461
Raffa Wealth Management
District of Columbia
$252 – – –
WWP
462
WR Wealth Planners
Missouri
$242 – – –
WT
463
Washington Trust
Rhode Island
$203 – – –
LOIP
464
Live Oak Investment Partners
Texas
$196 – – –
SIC
465
SJS Investment Consulting
Ohio
$194 – – –
TWP
466
TFO Wealth Partners
Ohio
$194 – – –
TAM
467
Tucker Asset Management
Colorado
$155 – – –
IFAM
468
Institutional & Family Asset Management
Colorado
$145 – – –
CTA
469
Colonial Trust Advisors
South Carolina
$97 -$3.46K -409 -98%
DSC
470
Duncker Streett & Co
Missouri
$97 – – –
HCP
471
Hexagon Capital Partners
Arkansas
$97 – – –
CFS
472
CGC Financial Services
Oregon
$97 +$85 +10 New
LWANC
473
Laurel Wealth Advisors (North Carolina)
North Carolina
$88 – – –
BCPWM
474
Bradley & Co Private Wealth Management
Florida
$87 – – –
TFA
475
Toth Financial Advisory
Virginia
$49 – – –