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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
551
Bell Investment Advisors
California
$4K +$2.11K +61 +69%
SFCL
552
Strengthening Families & Communities LLC
Massachusetts
$4K +$5.02K +145 New
AWM
553
Avior Wealth Management
Nebraska
$3K -$3.42K -99 -47%
SIS
554
Sound Income Strategies
Florida
$3K -$554 -16 -14%
AW
555
Avion Wealth
Texas
$3K – – –
CWC
556
Carolinas Wealth Consulting
North Carolina
$3K – – –
FMB
557
Field & Main Bank
Kentucky
$3K – – –
JWA
558
JFS Wealth Advisors
Pennsylvania
$3K – – –
LPWM
559
Lake Point Wealth Management
Texas
$3K – – –
TFM
560
TFC Financial Management
Massachusetts
$3K – – –
WWM
561
Wolff Wiese Magana
California
$3K – – –
TCOV
562
Trust Company of Vermont
Vermont
$3K +$3.11K +90 New
WTA
563
Washington Trust Advisors
Massachusetts
$3K +$3.46K +100 New
DHGWA
564
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3.77K +109 New
UB
565
UMB Bank
Missouri
$3K +$3.98K +115 New
KFS
566
Kelly Financial Services
Massachusetts
$2.82K – – –
PP
567
PFS Partners
New Jersey
$2.82K +$3.46K +100 New
HR
568
Howe & Rusling
New York
$2K – – –
LWCFA
569
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
MSFP
570
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
TCM
571
Tradewinds Capital Management
Washington
$2K – – –
VCM
572
Versant Capital Management
Arizona
$2K – – –
S
573
Surevest
California
$2K +$3.01K +87 New
CFA
574
Carroll Financial Associates
North Carolina
$2K +$3.46K +100 New
FPWM
575
FSB Premier Wealth Management
Iowa
$2K +$3.46K +100 New
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