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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
SOA Wealth Advisors
New York
$7.8K
Fidelity International
427
Fidelity International
Bermuda
$7.39K +$1.3K +114 +20%
FIA
428
FNY Investment Advisers
New York
$7K +$6.71K +588 +387%
MWA
429
MFA Wealth Advisors
Pennsylvania
$6.32K
AW
430
Avion Wealth
Texas
$6K +$4.45K +390 +227%
BIA
431
Bell Investment Advisors
California
$5.99K -$1.64K -144 -20%
CFFP
432
Center for Financial Planning
Michigan
$5.99K
MG
433
Mather Group
Illinois
$5.92K -$9.37K -821 -60%
WIM
434
Westside Investment Management
California
$5.77K
CA
435
Claris Advisors
Missouri
$5.51K +$5.88K +515 New
CCMI
436
Creative Capital Management Investments
California
$5.36K -$4.45K -390 -44%
SWM
437
Sugarloaf Wealth Management
Georgia
$5.35K -$285 -25 -5%
AT
438
Arlington Trust
Alabama
$5.35K
CTA
439
Colonial Trust Advisors
South Carolina
$5.35K
TFIPS
440
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.35K
BLC
441
Brown, Lisle/Cummings
Rhode Island
$5.35K +$5.7K +500 New
HC
442
Hoese & Co
Minnesota
$5.35K +$5.7K +500 New
UCI
443
Uncommon Cents Investing
Wisconsin
$5.35K +$5.7K +500 New
NRG
444
Nemes Rush Group
Michigan
$5.32K
APW
445
Atlantic Private Wealth
North Carolina
$5.16K
CFB
446
Cullen/Frost Bankers
Texas
$5.05K
CFG
447
CKW Financial Group
Hawaii
$5K
CWP
448
Concord Wealth Partners
Virginia
$4.29K +$4.57K +401 New
FWM
449
FSA Wealth Management
Massachusetts
$4.13K +$4.4K +386 New
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.11K