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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
726
JFS Wealth Advisors
Pennsylvania
$10.6K -$488 -2 -4%
SIS
727
Sound Income Strategies
Florida
$10.4K +$10.3K +42 New
Loomis, Sayles & Company
728
Loomis, Sayles & Company
Massachusetts
$10K +$10.3K +42 New
BAAM
729
Baker Avenue Asset Management
California
$9.88K – – –
ST
730
Sageworth Trust
Pennsylvania
$9.88K +$9.77K +40 New
BLC
731
Brown, Lisle/Cummings
Rhode Island
$9.38K – – –
WAM
732
WFA Asset Management
Wisconsin
$7.98K – – –
QL
733
Quarry LP
New York
$7.9K -$4.15K -17 -35%
ANBT
734
American National Bank & Trust
Texas
$7.9K – – –
RFG
735
RFP Financial Group
Georgia
$7.9K – – –
WWP
736
WR Wealth Planners
Missouri
$7.9K +$7.81K +32 New
PWMG
737
Prestige Wealth Management Group
New Jersey
$7.65K – – –
MIA
738
Milestone Investment Advisors
Wisconsin
$7.65K +$7.57K +31 New
SC
739
Schubert & Co
Texas
$7.16K -$977 -4 -12%
CHA
740
Carmichael Hill & Associates
Maryland
$6.67K +$6.59K +27 New
GFWA
741
Grey Fox Wealth Advisors
Delaware
$6.67K – – –
VCM
742
Versant Capital Management
Arizona
$6.66K – – –
BCM
743
Blume Capital Management
California
$6.17K -$5.86K -24 -49%
BCMLT
744
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.17K – – –
WTA
745
Washington Trust Advisors
Massachusetts
$5.68K – – –
APC
746
Aspire Private Capital
North Carolina
$5.68K -$732 -3 -12%
RA
747
Rise Advisors
New York
$5.48K – – –
FMP
748
Financial Management Professionals
Texas
$5K – – –
CFD
749
Creative Financial Designs
Indiana
$4.94K +$4.88K +20 New
WPWM
750
Western Pacific Wealth Management
Illinois
$4.69K – – –