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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
426
EverSource Wealth Advisors
Alabama
$15.5K +$485 +2 +3%
KA
427
Kozak & Associates
Colorado
$15.2K
MCM
428
MV Capital Management
Maryland
$14.7K +$1.7K +7 +14%
DSC
429
Duncker Streett & Co
Missouri
$12.7K
PGAM
430
Princeton Global Asset Management
New Jersey
$12.4K
TPCW
431
TD Private Client Wealth
New York
$11.4K -$1.21K -5 -10%
NIC
432
Northwest Investment Counselors
Oregon
$11.1K
CAL
433
Capital Advisors Ltd
Ohio
$11K
FPFS
434
First Personal Financial Services
North Carolina
$10.1K
EI
435
Ellevest Inc
New York
$9.88K -$52.1K -215 -85%
ZB
436
Zions Bancorporation
Utah
$9.63K -$2.42K -10 -21%
SWA
437
Sutton Wealth Advisors
Florida
$9.12K
CA
438
Crewe Advisors
Utah
$8.87K -$1.45K -6 -15%
AF
439
Allworth Financial
California
$8.36K
CSPIA
440
Cary Street Partners Investment Advisory
Virginia
$6.59K +$2.42K +10 +63%
HWM
441
HighMark Wealth Management
Minnesota
$6.08K +$2.18K +9 +60%
PWMG
442
Prestige Wealth Management Group
New Jersey
$5.83K +$1.94K +8 +53%
TFM
443
TFC Financial Management
Massachusetts
$5.83K +$5.58K +23 New
FFA
444
Farther Finance Advisors
California
$5.83K
WP
445
WealthPLAN Partners
Nebraska
$5.83K +$5.58K +23 New
FFL
446
Financial Freedom LLC
Ohio
$5.09K
TWA
447
TCI Wealth Advisors
Arizona
$4.81K -$5.58K -23 -55%
EARNEST Partners
448
EARNEST Partners
Georgia
$4.31K
RTL
449
Red Tortoise LLC
Georgia
$4.31K
VFA
450
Values First Advisors
Tennessee
$4.24K +$4.12K +17 New