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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
AllSquare Wealth Management
New York
$4K
MFA
527
McClarren Financial Advisors
Pennsylvania
$4K +$147 +2 +4%
AWA
528
Amplius Wealth Advisors
Pennsylvania
$4K +$4.2K +57 New
SIS
529
Sound Income Strategies
Florida
$4K +$4.2K +57 New
GEA
530
Glen Eagle Advisors
New Jersey
$3.07K
SC
531
Stephens Consulting
Michigan
$3.07K +$3.1K +42 New
AF
532
Allworth Financial
California
$3K
COCM
533
Charter Oak Capital Management
New Hampshire
$3K
FMTCOCP
534
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
FMP
535
Financial Management Professionals
Texas
$3K
HWA
536
Heritage Wealth Advisors
Virginia
$3K
TFA
537
Toth Financial Advisory
Virginia
$3K
WT
538
Whittier Trust
California
$3K
LC
539
Lindbrook Capital
California
$3K +$811 +11 +31%
JWA
540
JFS Wealth Advisors
Pennsylvania
$3K +$3.02K +41 New
KFP
541
KB Financial Partners
New Jersey
$3K +$3.02K +41 New
ECM
542
Estabrook Capital Management
New York
$2.92K +$2.95K +40 New
RWM
543
Raffa Wealth Management
District of Columbia
$2.73K
FP
544
Financial Perspectives
Minnesota
$2.63K
PP
545
PFS Partners
New Jersey
$2.42K +$2.43K +33 New
SWA
546
Sutton Wealth Advisors
Florida
$2.04K
Ninety One (UK)
547
Ninety One (UK)
United Kingdom
$2K -$1.62K -22 -48%
GI
548
Gradient Investments
Minnesota
$2K
HCP
549
Hexagon Capital Partners
Arkansas
$2K
TF
550
TimeScale Financial
Massachusetts
$2K +$74 +1 +3%