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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
501
TD Private Client Wealth
New York
$4.5K -$2.79K -200 -43%
LWP
502
Lumature Wealth Partners
Georgia
$4.5K
BWP
503
Baldwin Wealth Partners
Massachusetts
$4.4K
CWA
504
CM Wealth Advisors
Ohio
$4.31K +$2.24K +160 New
MA
505
MCF Advisors
Kentucky
$4.2K
SWA
506
SOA Wealth Advisors
New York
$4.03K
SIS
507
Sound Income Strategies
Florida
$4.03K +$70 +5 +2%
AW
508
Avion Wealth
Texas
$4K +$2.19K +157 +126%
BLC
509
Brown, Lisle/Cummings
Rhode Island
$4K
MFG
510
Mendota Financial Group
Wisconsin
$3.82K
NSIM
511
North Star Investment Management
Illinois
$3.71K
RG
512
Retirement Group
California
$3.58K
GEA
513
Glen Eagle Advisors
New Jersey
$3.55K
PA
514
PSI Advisors
Florida
$3.5K +$699 +50 +31%
ZB
515
Zions Bancorporation
Utah
$3.4K +$2.85K +204 New
SWM
516
Sanctuary Wealth Management
Idaho
$3.38K +$2.84K +203 New
CWP
517
Concord Wealth Partners
Virginia
$3.37K
AIM
518
Anchor Investment Management
South Carolina
$3.33K
CHA
519
Carmichael Hill & Associates
Maryland
$3.33K
CAM
520
Chesapeake Asset Management
New York
$3.33K
GTAM
521
Global Trust Asset Management
Florida
$3.33K
TFA
522
Toth Financial Advisory
Virginia
$3.33K
RF
523
Robinswood Financial
Washington
$3.31K +$2.78K +199 New
EWP
524
Elevation Wealth Partners
California
$3.22K +$2.17K +155 +408%
TF
525
Tompkins Financial
New York
$3.17K