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Name Holding Trade Value Shares
Change
Change in
Stake
FOA
301
Five Oceans Advisors
California
$67K +$71.4K +12,296 New
JMPWA
302
JP Morgan Private Wealth Advisors
California
$66K +$70.1K +12,066 New
NCM
303
Northside Capital Management
Oregon
$65K
GWM
304
Gitterman Wealth Management
New Jersey
$65K +$8.47K +1,458 +14%
PA
305
Procyon Advisors
Connecticut
$64K +$68.4K +11,778 New
EWM
306
Endurance Wealth Management
Rhode Island
$62K
GLA
307
Good Life Advisors
Pennsylvania
$62K +$66.1K +11,386 New
MSFS
308
Main Street Financial Solutions
Pennsylvania
$62K +$66.2K +11,405 New
NFG
309
Next Financial Group
Texas
$61K -$10.7K -1,844 -14%
APG
310
Abacus Planning Group
South Carolina
$61K
FHA
311
Flagship Harbor Advisors
Massachusetts
$61K
WPW
312
Warther Private Wealth
Ohio
$61K
CFB
313
Cullen/Frost Bankers
Texas
$60K
FB
314
Fulton Bank
Pennsylvania
$60K
STA
315
Summit Trail Advisors
New York
$60K
AWA
316
Arkadios Wealth Advisors
Georgia
$60K +$9.81K +1,690 +18%
NA
317
NewEdge Advisors
Louisiana
$60K +$64.4K +11,084 New
CIP
318
Cornerstone Investment Partners
Georgia
$58K -$200K -34,520 -76%
CPIG
319
Chicago Partners Investment Group
Illinois
$58K
TNA
320
True North Advisors
Texas
$58K
OL
321
Optas LLC
Texas
$58K +$61.2K +10,537 New
Cerity Partners
322
Cerity Partners
New York
$57K -$1.96K -337 -3%
PAM
323
Peak Asset Management
Colorado
$57K
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$56K -$11.5K -1,983 -16%
BWM
325
BCS Wealth Management
Tennessee
$55K