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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
526
Liberty Wealth Management
California
$8K – – –
IA
527
IndexIQ Advisors
New York
$8K +$7.21K +50 New
KPW
528
Kore Private Wealth
New York
$8K +$7.64K +53 New
TCM
529
Tradewinds Capital Management
Washington
$7K – – –
PFBT
530
Parkside Financial Bank & Trust
Missouri
$7K +$1.3K +9 +23%
EWM
531
EPG Wealth Management
Georgia
$6K +$5.76K +40 New
CFA
532
Carroll Financial Associates
North Carolina
$6K +$6.49K +45 New
CHC
533
City Holding Co
West Virginia
$5K – – –
WCG
534
Weaver Consulting Group
California
$5K – – –
VCM
535
Versant Capital Management
Arizona
$5K +$1.15K +8 +27%
FHA
536
Flagship Harbor Advisors
Massachusetts
$4K – – –
JCM
537
Jacobi Capital Management
Pennsylvania
$4K – – –
RCA
538
Ranch Capital Advisors
Florida
$4K +$3.31K +23 New
OPS
539
Orion Portfolio Solutions
Nebraska
$4K +$3.75K +26 New
CCM
540
Covington Capital Management
California
$4K +$3.89K +27 New
AWA
541
Arkadios Wealth Advisors
Georgia
$3.15K +$2.59K +18 New
CBT
542
Capital Bank & Trust
California
$3K – – –
EWA
543
Evolution Wealth Advisors
Florida
$2K -$2.59K -18 -55%
BHWM
544
Bay Harbor Wealth Management
Maryland
$2K – – –
SQA
545
Simon Quick Advisors
New Jersey
$2K +$1.58K +11 New
WCM
546
Wealthcare Capital Management
Virginia
$2K +$2.02K +14 New
RMA
547
Roffman Miller Associates
Pennsylvania
$2K +$2.31K +16 New
RWM
548
Raffa Wealth Management
District of Columbia
$1.71K – – –
SWA
549
Sutton Wealth Advisors
Florida
$1.55K +$721 +5 +100%
AWM
550
Avior Wealth Management
Nebraska
$1K – – –