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Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
451
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
LPWM
452
Lake Point Wealth Management
Texas
$6K
LJHT
453
Laurie J. Hall Trustee
$6K
PWMG
454
Prestige Wealth Management Group
New Jersey
$6K
PA
455
PSI Advisors
Florida
$6K
SCA
456
Stonebridge Capital Advisors
Minnesota
$6K
TWA
457
TCI Wealth Advisors
Arizona
$6K +$152 +26 +3%
BBPWM
458
Blue Bell Private Wealth Management
Pennsylvania
$6K +$5.25K +900 New
SIC
459
SJS Investment Consulting
Ohio
$6K +$5.83K +1,000 New
HFS
460
Hantz Financial Services
Michigan
$5K -$874 -150 -16%
EI
461
Ellevest Inc
New York
$5K
JEST
462
JTC Employer Solutions Trustee
Jersey
$5K
LFG
463
Larson Financial Group
Missouri
$5K +$3.35K +574 +315%
EWA
464
EverSource Wealth Advisors
Alabama
$5K +$4.63K +795 New
TSWM
465
Tyler-Stone Wealth Management
Ohio
$5K +$4.66K +800 New
JWA
466
JFS Wealth Advisors
Pennsylvania
$5K +$5.15K +883 New
CWP
467
Concord Wealth Partners
Virginia
$5K +$5.15K +884 New
AWA
468
Amplius Wealth Advisors
Pennsylvania
$5K +$5.47K +938 New
SFP
469
Sandbox Financial Partners
Maryland
$5K +$117K +20,000 New
FP
470
Financial Perspectives
Minnesota
$4.51K -$52 -9 -1%
HWA
471
Heritage Wealth Advisors
Virginia
$4K
KFI
472
Key Financial Inc
Pennsylvania
$4K
NSIM
473
North Star Investment Management
Illinois
$4K
RWM
474
Raffa Wealth Management
District of Columbia
$3.05K
AWMS
475
Advocacy Wealth Management Services
Georgia
$3K