Name Holding Trade Value Shares
Change
Change in
Stake
JWA
401
JFS Wealth Advisors
Pennsylvania
$2.88K -$587 -22 -15%
CFGS
402
Concourse Financial Group Securities
Alabama
$2.88K – – –
MWA
403
Moser Wealth Advisors
Washington
$2.4K – – –
FFA
404
Farther Finance Advisors
California
$2.04K +$2.27K +85 New
AF
405
Advisornet Financial
Minnesota
$2.02K +$1.31K +49 +140%
ADL
406
Asset Dedication LLC
California
$2K -$1.42K -53 -38%
TF
407
Tompkins Financial
New York
$2K – – –
EE
408
EWG Elevate
California
$1.68K +$1.87K +70 New
PO
409
Private Ocean
California
$1.63K +$1.81K +68 New
EBA
410
Eagle Bay Advisors
New York
$1.56K – – –
ME
411
McIlrath & Eck
Washington
$1.27K +$1.42K +53 New
AWM
412
Accurate Wealth Management
Florida
$1.25K +$1.42K +53 New
WWM
413
Wolff Wiese Magana
California
$1.2K – – –
BAM
414
Bellevue Asset Management
Washington
$1.18K +$1.33K +50 New
FFL
415
Financial Freedom LLC
Ohio
$1.06K +$1.17K +44 New
VCM
416
Versant Capital Management
Arizona
$1.03K – – –
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$1K -$614 -23 -35%
BFEC
418
Benjamin F. Edwards & Company
Missouri
$1K – – –
CWM
419
CarsonAllaria Wealth Management
Illinois
$1K – – –
FMP
420
Financial Management Professionals
Texas
$1K – – –
Toronto Dominion Bank
421
Toronto Dominion Bank
Ontario, Canada
$1K – – –
TSWM
422
Tyler-Stone Wealth Management
Ohio
$1K – – –
IHWM
423
Iron Horse Wealth Management
Iowa
$1K +$801 +30 New
SFG
424
Steward Financial Group
Texas
$1K +$1.36K +51 New
SIC
425
SJS Investment Consulting
Ohio
$985 -$13.2K -496 -92%