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Name Holding Trade Value Shares
Change
Change in
Stake
TC
451
Truvestments Capital
Florida
$1.98K
RFA
452
Register Financial Advisors
Georgia
$1.87K
MIA
453
Milestone Investment Advisors
Wisconsin
$1.83K +$2.14K +205 New
CP
454
Castleview Partners
Texas
$1.78K
NCM
455
Northwest Capital Management
Oregon
$1.59K
JWA
456
JFS Wealth Advisors
Pennsylvania
$1.54K +$805 +77 +80%
VCM
457
Versant Capital Management
Arizona
$1.38K +$1.04K +100 +182%
LWA
458
Lowe Wealth Advisors
Maryland
$1.34K
SFA
459
Semmax Financial Advisors
North Carolina
$1.28K +$1.18K +113 New
ZB
460
Zions Bancorporation
Utah
$1.17K -$334 -32 -20%
FFL
461
Financial Freedom LLC
Ohio
$1.11K
Lazard Asset Management
462
Lazard Asset Management
New York
$1K -$1.05M -100,558 -100%
BC
463
Bartlett & Co
Ohio
$1K
CA
464
Centerpoint Advisors
Massachusetts
$1K
HCM
465
Highlander Capital Management
New Jersey
$1K
RF
466
Robinswood Financial
Washington
$980
AWM
467
AllSquare Wealth Management
New York
$918
CSPIA
468
Cary Street Partners Investment Advisory
Virginia
$918
KFI
469
Key Financial Inc
Pennsylvania
$891 -$282 -27 -21%
BCWM
470
Bartlett & Co Wealth Management
Ohio
$891
CSC
471
Caldwell Sutter Capital
California
$891
CIA
472
Cape Investment Advisory
Georgia
$891
CSWM
473
Cassady Schiller Wealth Management
Ohio
$891
CT
474
Clearstead Trust
Maine
$891
PA
475
PSI Advisors
Florida
$891