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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
501
LGT Financial Advisors
Texas
$1.09K – – –
AWM
502
AllSquare Wealth Management
New York
$1.05K – – –
GEA
503
Glen Eagle Advisors
New Jersey
$1.02K – – –
HWM
504
Hemington Wealth Management
Virginia
$1K -$185 -8 -13%
CTB
505
Country Trust Bank
Illinois
$931 – – –
AAS
506
Ameritas Advisory Services
Nebraska
$837 +$833 +36 New
SIC
507
Salem Investment Counselors
North Carolina
$699 +$694 +30 New
HWP
508
Highline Wealth Partners
California
$698 – – –
CWP
509
Concord Wealth Partners
Virginia
$605 – – –
RWM
510
Rialto Wealth Management
New York
$559 +$555 +24 New
BIA
511
Bell Investment Advisors
California
$536 -$23 -1 -4%
TFM
512
TFC Financial Management
Massachusetts
$536 – – –
PWA
513
Physician Wealth Advisors
Utah
$513 +$509 +22 New
UB
514
UMB Bank
Missouri
$512 +$301 +13 +144%
RWM
515
Raffa Wealth Management
District of Columbia
$489 – – –
PFA
516
Pathway Financial Advisers
Indiana
$480 +$486 +21 New
TPBG
517
Turning Point Benefit Group
Maryland
$476 +$486 +21 New
MFT
518
Moisand Fitzgerald Tamayo
Florida
$466 -$2.31K -100 -83%
BCM
519
Boreal Capital Management
Florida
$466 – – –
BGAI
520
Bruce G. Allen Investments
Colorado
$466 – – –
CFP
521
Comprehensive Financial Planning
Pennsylvania
$466 – – –
CH
522
Cromwell Holdings
Wyoming
$466 – – –
TPCW
523
TD Private Client Wealth
New York
$466 +$301 +13 +186%
SIC
524
SJS Investment Consulting
Ohio
$382 – – –
NFSG
525
Newbridge Financial Services Group
Florida
$349 – – –