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Name Holding Trade Value Shares
Change
Change in
Stake
AF
776
Arrow Financial
New York
$9K +$2.19K +32 +32%
WWM
777
Wolff Wiese Magana
California
$9K +$3.01K +44 +46%
PWP
778
Personal Wealth Partners
Minnesota
$9K +$9.03K +132 New
GEA
779
Glen Eagle Advisors
New Jersey
$8.88K -$3.56K -52 -28%
PCG
780
Private Capital Group
Connecticut
$8K -$684 -10 -7%
EWA
781
Evolution Wealth Advisors
Florida
$8K – – –
TJHA
782
Thomas J. Herzfeld Advisors
Florida
$8K – – –
RDWM
783
Red Door Wealth Management
Tennessee
$8K +$8.9K +130 New
HWM
784
HighMark Wealth Management
Minnesota
$7K -$1.78K -26 -19%
CTB
785
Country Trust Bank
Illinois
$7K – – –
SB
786
Strategic Blueprint
Georgia
$7K +$7.12K +104 New
RWM
787
Raffa Wealth Management
District of Columbia
$6.76K – – –
ACM
788
AUA Capital Management
Pennsylvania
$6K – – –
FHC
789
First Horizon Corporation
Tennessee
$6K +$274 +4 +4%
BFC
790
Bedel Financial Consulting
Indiana
$5K – – –
JFA
791
JNBA Financial Advisors
Minnesota
$5K – – –
MWC
792
MBM Wealth Consultants
Missouri
$5K +$5.61K +82 New
CWP
793
Concord Wealth Partners
Virginia
$4K -$548 -8 -13%
KFP
794
KB Financial Partners
New Jersey
$4K – – –
KFI
795
Key Financial Inc
Pennsylvania
$4K – – –
SFSIG
796
San Francisco Sentry Investment Group
California
$4K – – –
SWM
797
Sugarloaf Wealth Management
Georgia
$4K – – –
FAF
798
Fjarde Ap-fonden
Sweden
$3K -$24M -350,854 -100%
CFD
799
Creative Financial Designs
Indiana
$3K – – –
FMP
800
Financial Management Professionals
Texas
$3K – – –