Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
326
Newbridge Financial Services Group
Florida
$13.3K +$13.4K +3,007 New
LWA
327
Lowe Wealth Advisors
Maryland
$13.1K – – –
SWM
328
Spire Wealth Management
Virginia
$13K – – –
LI
329
LRI Investments
Florida
$12.5K – – –
SIS
330
Sound Income Strategies
Florida
$12.1K – – –
GEA
331
Glen Eagle Advisors
New Jersey
$12K -$227 -51 -2%
MSFP
332
Mark Sheptoff Financial Planning
Connecticut
$11.8K – – –
AIP
333
Alexis Investment Partners
Texas
$11.1K +$11.1K +2,500 New
BIG
334
Brooklyn Investment Group
New York
$10.1K +$10.1K +2,276 New
JWA
335
JFS Wealth Advisors
Pennsylvania
$9.88K +$847 +190 +9%
PFG
336
Putney Financial Group
California
$9.75K +$9.81K +2,201 New
AWM
337
Activest Wealth Management
Florida
$8.86K – – –
DJSG
338
D.J. St. Germain
Massachusetts
$8.57K -$241 -54 -3%
CA
339
CoreCap Advisors
Michigan
$8.42K -$9.05K -2,030 -52%
Mirae Asset Global ETFs Holdings
340
Mirae Asset Global ETFs Holdings
Hong Kong
$7.59K +$860 +193 +13%
WCM
341
WealthTrak Capital Management
Virginia
$7.42K +$7.47K +1,675 New
AG
342
AmeriFlex Group
Nevada
$7.23K +$7K +1,571 New
FFWM
343
Future Financial Wealth Management
Ohio
$5.76K – – –
RWM
344
Raffa Wealth Management
District of Columbia
$5.36K +$5.39K +1,210 New
TCM
345
Tradewinds Capital Management
Washington
$5.22K +$49 +11 +0.9%
Kayne Anderson Rudnick Investment Management
346
Kayne Anderson Rudnick Investment Management
California
$5.09K – – –
CFB
347
Cullen/Frost Bankers
Texas
$4.81K – – –
CTC
348
Central Trust Company
Missouri
$4.6K – – –
BCMLT
349
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.55K – – –
LWCFA
350
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.5K – – –