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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
251
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K +$48.4K +1,005 New
AWA
252
Arkadios Wealth Advisors
Georgia
$49K +$29.5K +613 +220%
PA
253
Parallel Advisors
California
$44K -$36.6K -761 -49%
CFD
254
Creative Financial Designs
Indiana
$30K
CP
255
Castleview Partners
Texas
$27K +$23.1K +480 New
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$22K
CWP
257
Concord Wealth Partners
Virginia
$21K +$18.1K +377 New
RE
258
RBC Europe
United Kingdom
$19.3K
EWA
259
Evolution Wealth Advisors
Florida
$19K +$3.13K +65 +23%
RFA
260
Reilly Financial Advisors
California
$14K
HNB
261
Huntington National Bank
Ohio
$11K
FWM
262
Focused Wealth Management
New York
$7K
PK
263
Pflug Koory
Nebraska
$7K
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$6K
SWM
265
Spire Wealth Management
Virginia
$6K
GEA
266
Glen Eagle Advisors
New Jersey
$5.59K
DFCM
267
Dark Forest Capital Management
Puerto Rico
$4K +$3.51K +73 New
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$3K
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$3K +$2.17K +45 New
ASN
270
Advisory Services Network
Georgia
$3K +$2.41K +50 New
TFA
271
Toth Financial Advisory
Virginia
$2K -$48.1K -1,000 -97%
CCM
272
Cribstone Capital Management
Maine
$2K
TJHA
273
Thomas J. Herzfeld Advisors
Florida
$2K +$481 +10 +38%
MIFH
274
Migdal Insurance & Financial Holdings
Israel
$1K -$3.27K -68 -74%
FHA
275
First Horizon Advisors
Tennessee
$1K +$337 +7 +41%