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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
576
First Horizon Advisors
Tennessee
$6K -$24.8K -524 -80%
VCM
577
Versant Capital Management
Arizona
$6K – – –
PWAG
578
Polaris Wealth Advisory Group
California
$6K +$6.39K +135 New
CAC
579
Certified Advisory Corp
Florida
$6K +$7.1K +150 New
TWMP
580
Taylor Wealth Management Partners
Massachusetts
$5K -$1.75K -37 -25%
JFA
581
JNBA Financial Advisors
Minnesota
$5K – – –
MCWS
582
McKinley Carter Wealth Services
West Virginia
$5K +$4.97K +105 New
LFA
583
Legacy Financial Advisors
Kentucky
$4K -$131K -2,763 -97%
CHC
584
City Holding Co
West Virginia
$4K – – –
AAP
585
Arax Advisory Partners
Colorado
$4K +$1.28K +27 +41%
PS
586
Portfolio Solutions
Michigan
$4K +$3.78K +80 New
DOA
587
D'Orazio & Associates
Virginia
$4K +$4.07K +86 New
RA
588
Rational Advisors
New York
$4K +$4.4K +93 New
CB
589
CNB Bank
Pennsylvania
$3K – – –
Carson Wealth (CWM LLC)
590
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.55K +75 New
TCOV
591
Trust Company of Vermont
Vermont
$2K – – –
FWM
592
Focused Wealth Management
New York
$2K +$95 +2 +4%
APP
593
Avantax Planning Partners
Iowa
$2K +$1.7K +36 New
MIFH
594
Migdal Insurance & Financial Holdings
Israel
$2K +$2.41K +51 New
SLF
595
Sun Life Financial
Ontario, Canada
$1.61K -$47.1K -995 -86%
HR
596
Howe & Rusling
New York
$1K -$189 -4 -13%
AWM
597
Aevitas Wealth Management
Massachusetts
$1K – – –
BWM
598
Baystate Wealth Management
Massachusetts
$1K – – –
JA
599
JOYN Advisors
Georgia
$1K +$568 +12 New
GWS
600
Glassman Wealth Services
Virginia
$1K +$615 +13 +260%