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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$19.1K +1,460 New
NFG
352
Next Financial Group
Texas
$14K +$655 +50 +5%
EW
353
Evoke Wealth
California
$13.3K -$26.5K -2,020 -64%
PCMK
354
Paragon Capital Management (Kansas)
Kansas
$13K +$14.4K +1,100 New
CWM
355
Cedar Wealth Management
California
$13K +$14.7K +1,120 New
AF
356
Allworth Financial
California
$12K
EWM
357
Endurance Wealth Management
Rhode Island
$12K
LWA
358
Lenox Wealth Advisors
New York
$12K
WEC
359
Winslow Evans & Crocker
Massachusetts
$12K
SIAS
360
Shine Investment Advisory Services
Colorado
$11K +$12.1K +925 New
RWA
361
Ropes Wealth Advisors
Massachusetts
$11K +$12.3K +935 New
RWM
362
Raffa Wealth Management
District of Columbia
$10.2K +$11.3K +865 New
PWMG
363
Prestige Wealth Management Group
New Jersey
$10K +$11.5K +875 +3,500%
OPS
364
Orion Portfolio Solutions
Nebraska
$9K -$131 -10 -1%
ATC
365
Adirondack Trust Company
New York
$9K
Capital World Investors
366
Capital World Investors
California
$9K
IAS
367
IMA Advisory Services
Colorado
$9K
NSIM
368
North Star Investment Management
Illinois
$9K
RIA
369
RPG Investment Advisory
California
$9K
HR
370
Howe & Rusling
New York
$8K -$721 -55 -7%
FWM
371
FSA Wealth Management
Massachusetts
$8K +$1.97K +150 +30%
ST
372
Smithfield Trust
Pennsylvania
$8K +$8.71K +665 New
CHA
373
Carmichael Hill & Associates
Maryland
$7K
MAM
374
Meeder Asset Management
Ohio
$7K +$131 +10 +2%
Federated Hermes
375
Federated Hermes
Pennsylvania
$7K +$328 +25 +4%