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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
676
Parkside Financial Bank & Trust
Missouri
$20K -$809 -3 -3%
AA
677
Ancora Advisors
Ohio
$20K +$270 +1 +1%
BWA
678
BDO Wealth Advisors
Florida
$19K – – –
LC
679
Lindbrook Capital
California
$19K +$2.43K +9 +12%
MA
680
Montag & Associates
Georgia
$19K +$4.32K +16 +24%
CAL
681
Capital Analysts LLC
Pennsylvania
$19K +$8.9K +33 +66%
MTWM
682
Masso Torrence Wealth Management
New Jersey
$19K +$22.1K +82 New
AWA
683
Amplius Wealth Advisors
Pennsylvania
$19K +$22.7K +84 New
FAG
684
Fortitude Advisory Group
Washington
$19K +$22.9K +85 New
BDWM
685
Brewin Dolphin Wealth Management
Ireland
$18K – – –
PP
686
Pacifica Partners
Canada
$18K – – –
CWM
687
CarsonAllaria Wealth Management
Illinois
$18K +$21.6K +80 New
HR
688
Howe & Rusling
New York
$17K – – –
SWA
689
SOA Wealth Advisors
New York
$17K – – –
FFWM
690
Future Financial Wealth Management
Ohio
$17K +$20.2K +75 New
HIA
691
Harbor Investment Advisory
Maryland
$16K -$216K -800 -92%
SOW
692
State of Wyoming
Wyoming
$16K -$8.63K -32 -32%
JWM
693
Janiczek Wealth Management
Colorado
$15K -$2.7K -10 -13%
TCM
694
Tradewinds Capital Management
Washington
$15K – – –
WWMSC
695
Wagner Wealth Management (South Carolina)
South Carolina
$15K +$18.1K +67 New
SFM
696
Signet Financial Management
New Jersey
$14K -$299K -1,109 -95%
WAS
697
Winch Advisory Services
Wisconsin
$14K -$8.63K -32 -34%
ACM
698
Antonetti Capital Management
Florida
$13K -$1.08K -4 -7%
KTC
699
Kistler-Tiffany Companies
Pennsylvania
$12K -$5.39K -20 -27%
EWA
700
EverSource Wealth Advisors
Alabama
$12K +$13.8K +51 New
26 27
28
29 30