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Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Parallel Advisors
California
$7K +$6K +15 +300%
PFS
427
Prospera Financial Services
Texas
$7K +$8.4K +21 New
GIA
428
GHP Investment Advisors
Colorado
$5K +$6K +15 New
T
429
TCWP
Ohio
$5K +$6.8K +17 New
Fuller & Thaler Asset Management
430
Fuller & Thaler Asset Management
California
$4K -$8.02M -20,048 -100%
AWM
431
Activest Wealth Management
Florida
$4K – – –
BBPWM
432
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
UB
433
UMB Bank
Missouri
$4K – – –
TFGT
434
TS Financial Group (TSFG)
Illinois
$4K +$2.4K +6 +86%
PWMG
435
Prestige Wealth Management Group
New Jersey
$4K +$4.4K +11 New
HFM
436
Hartford Financial Management
Connecticut
$4K +$5.2K +13 New
GTAM
437
Global Trust Asset Management
Florida
$3K – – –
JWA
438
JFS Wealth Advisors
Pennsylvania
$3K +$2K +5 +167%
MFT
439
Moisand Fitzgerald Tamayo
Florida
$3K +$3.2K +8 New
LC
440
Lindbrook Capital
California
$3K +$3.6K +9 New
FWM
441
Focused Wealth Management
New York
$3K +$4K +10 New
BA
442
Bellwether Advisors
Nebraska
$2K -$57.2K -143 -95%
CFD
443
Creative Financial Designs
Indiana
$2K – – –
SC
444
Schubert & Co
Texas
$2K +$1.2K +3 +150%
BAM
445
Baldrige Asset Management
Pennsylvania
$2K +$2K +5 New
CI
446
Cordant Inc
Oregon
$2K +$2K +5 New
GWS
447
Glassman Wealth Services
Virginia
$2K +$2K +5 +250%
PCA
448
Providence Capital Advisors
North Carolina
$2K +$2K +5 New
RG
449
Retirement Group
California
$2K +$2K +5 New
Loomis, Sayles & Company
450
Loomis, Sayles & Company
Massachusetts
$2K +$2.4K +6 New