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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
426
Baystate Wealth Management
Massachusetts
$3.5K – – –
Toronto Dominion Bank
427
Toronto Dominion Bank
Ontario, Canada
$3.45K – – –
GFPC
428
Global Financial Private Client
Florida
$3.41K – – –
LIA
429
Luken Investment Analytics
Tennessee
$3.34K – – –
AWM
430
Avior Wealth Management
Nebraska
$3.25K – – –
JPWM
431
Jamison Private Wealth Management
Georgia
$3.18K +$4.08K +418 New
OA
432
Operose Advisors
Wisconsin
$3.04K – – –
HFS
433
Hantz Financial Services
Michigan
$3K -$850 -87 -17%
LFA
434
Level Financial Advisors
New York
$2.98K – – –
WB
435
Webster Bank
Connecticut
$2.96K – – –
RG
436
Retirement Group
California
$2.89K – – –
PTC
437
Private Trust Company
Ohio
$2.75K – – –
MCM
438
Manchester Capital Management
Vermont
$2.3K -$3.62K -371 -55%
IA
439
IFS Advisors
Kansas
$2.28K – – –
NMG
440
New Millennium Group
Utah
$2.28K – – –
SWM
441
Spire Wealth Management
Virginia
$2.28K – – –
BWL
442
Bogart Wealth LLC
Virginia
$2.2K – – –
FFA
443
Farther Finance Advisors
California
$2.15K +$2.01K +206 +268%
CIA
444
Cape Investment Advisory
Georgia
$2.08K – – –
AA
445
AlphaMark Advisors
Kentucky
$2K – – –
CA
446
Centerpoint Advisors
Massachusetts
$2K – – –
AFG
447
Albion Financial Group
Utah
$1.9K +$2.44K +250 New
WAM
448
WFA Asset Management
Wisconsin
$1.7K – – –
APC
449
Aspire Private Capital
North Carolina
$1.52K – – –
FP
450
Financial Perspectives
Minnesota
$1.52K – – –