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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
401
EARNEST Partners
Georgia
$4K – – –
LWA
402
Lowe Wealth Advisors
Maryland
$4K – – –
ME
403
McIlrath & Eck
Washington
$4K – – –
Pathstone Family Office
404
Pathstone Family Office
New Jersey
$4K – – –
NNP
405
Nachman Norwood & Parrott
South Carolina
$4K +$4.14K +95 New
Prospera Financial Services
406
Prospera Financial Services
Texas
$4K +$4.22K +97 New
PWMG
407
Prestige Wealth Management Group
New Jersey
$3K -$6.53K -150 -71%
AWM
408
AllSquare Wealth Management
New York
$3K – – –
CFA
409
Carroll Financial Associates
North Carolina
$3K – – –
Global Retirement Partners
410
Global Retirement Partners
California
$3K – – –
JWA
411
JFS Wealth Advisors
Pennsylvania
$3K – – –
VCM
412
Versant Capital Management
Arizona
$3K – – –
1IA
413
1834 Investment Advisors
Wisconsin
$3K +$2.57K +59 New
FHC
414
First Horizon Corporation
Tennessee
$3K +$3.31K +76 New
Valeo Financial Advisors
415
Valeo Financial Advisors
Indiana
$2K -$1.92K -44 -56%
ZB
416
Zions Bancorporation
Utah
$2K -$305 -7 -15%
BAMG
417
Brand Asset Management Group
Missouri
$2K – – –
FMTCOCP
418
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
LC
419
Lindbrook Capital
California
$2K – – –
TF
420
TimeScale Financial
Massachusetts
$2K +$1K +23 +79%
Advisory Alpha
421
Advisory Alpha
Michigan
$2K +$1.48K +34 New
FMP
422
Financial Management Professionals
Texas
$2K +$1.79K +41 New
RWM
423
Raffa Wealth Management
District of Columbia
$1.71K – – –
FP
424
Financial Perspectives
Minnesota
$1.65K – – –
WPA
425
West Paces Advisors
Georgia
$1.05K – – –