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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$16K
IA
602
IFP Advisors
Florida
$16K +$8.12K +116 +151%
APC
603
Aspire Private Capital
North Carolina
$16K +$10.7K +153 +268%
CWP
604
Concord Wealth Partners
Virginia
$16K +$15.1K +216 New
EWA
605
EverSource Wealth Advisors
Alabama
$16K +$15.6K +223 New
RFA
606
Reilly Financial Advisors
California
$15K -$5.74K -82 -29%
TWM
607
Tradition Wealth Management
Minnesota
$15K
ZB
608
Zions Bancorporation
Utah
$15K +$350 +5 +3%
CCA
609
Column Capital Advisors
Indiana
$15K +$14K +200 New
WT
610
Washington Trust
Rhode Island
$15K +$14K +200 New
HCP
611
Hexagon Capital Partners
Arkansas
$14K -$15.6K -223 -54%
MCM
612
Manchester Capital Management
Vermont
$13K -$770 -11 -6%
Nisa Investment Advisors
613
Nisa Investment Advisors
Missouri
$13K
SC
614
SouthState Corp
Florida
$13K
AIP
615
Ahrens Investment Partners
Louisiana
$13K +$12.2K +174 New
SWM
616
Selective Wealth Management
Virginia
$12K
TC
617
Truvestments Capital
Florida
$12K
VNA
618
Valley National Advisers
Pennsylvania
$12K
BBPWM
619
Blue Bell Private Wealth Management
Pennsylvania
$12K +$11.5K +165 New
EWM
620
Endurance Wealth Management
Rhode Island
$11K
AWM
621
Avior Wealth Management
Nebraska
$11K +$6.93K +99 +183%
CSWM
622
Cassady Schiller Wealth Management
Ohio
$11K +$10.5K +150 New
CAM
623
CenterStar Asset Management
Illinois
$9K
LS
624
Leelyn Smith
Illinois
$9K
HI
625
Hudock Inc
Pennsylvania
$9K +$70 +1 +0.8%