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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
651
JFS Wealth Advisors
Pennsylvania
$8.13K -$423 -2 -5%
TAM
652
Tucker Asset Management
Colorado
$8.13K
BTI
653
Blue Trust Inc
Georgia
$8K +$3.81K +18 +106%
BIA
654
Bell Investment Advisors
California
$7.04K -$1.48K -7 -18%
FMP
655
Financial Management Professionals
Texas
$7K
PWMG
656
Private Wealth Management Group
New Jersey
$6.82K +$6.56K +31 New
CTC
657
Cetera Trust Company
Minnesota
$6.6K +$6.34K +30 New
BGAI
658
Bruce G. Allen Investments
Colorado
$6.38K +$6.13K +29 New
AWM
659
Avior Wealth Management
Nebraska
$6.38K
GFPC
660
Global Financial Private Client
Florida
$6.16K
FCA
661
FinTrust Capital Advisors
South Carolina
$6.16K +$4.86K +23 +460%
TCA
662
Trifecta Capital Advisors
Illinois
$6.16K +$5.92K +28 New
ZB
663
Zions Bancorporation
Utah
$5.94K -$211 -1 -4%
Jones Financial Companies
664
Jones Financial Companies
Missouri
$5.5K +$4.02K +19 +317%
DAM
665
Delta Asset Management
Tennessee
$5.5K -$9.09K -43 -63%
TCWA
666
Turtle Creek Wealth Advisors
Texas
$4.84K +$4.65K +22 New
AEPWM
667
Atlantic Edge Private Wealth Management
Florida
$4.4K +$4.23K +20 New
FFA
668
Frazier Financial Advisors
Ohio
$4.4K +$4.23K +20 New
AWM
669
Abound Wealth Management
Tennessee
$4.18K +$634 +3 +19%
EBA
670
Eagle Bay Advisors
New York
$4.18K -$1.06K -5 -21%
SC
671
Solstein Capital
California
$4.18K
AFS
672
Annapolis Financial Services
Maryland
$3.96K
RWM
673
Raffa Wealth Management
District of Columbia
$3.96K
TSWM
674
Tyler-Stone Wealth Management
Ohio
$3.74K
CPG
675
Cornerstone Planning Group
New Jersey
$3.74K