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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
526
Ranger Investment Management
Texas
$5K – – –
PWMG
527
Prestige Wealth Management Group
New Jersey
$4K – – –
DWA
528
Delos Wealth Advisors
Texas
$4K +$4.08K +12 New
MG
529
MilWealth Group
Wisconsin
$3.94K – – –
BWM
530
BerganKDV Wealth Management
Minnesota
$3K – – –
HFM
531
Harvest Fund Management
China
$3K – – –
PGAM
532
Princeton Global Asset Management
New Jersey
$3K – – –
ACM
533
AUA Capital Management
Pennsylvania
$3K +$1.02K +3 +60%
BIA
534
Bell Investment Advisors
California
$3K +$2.38K +7 +233%
JFA
535
JNBA Financial Advisors
Minnesota
$3K +$2.72K +8 New
Jones Financial Companies
536
Jones Financial Companies
Missouri
$3K +$2.72K +8 New
AWA
537
Amplius Wealth Advisors
Pennsylvania
$3K +$3.4K +10 New
PMFA
538
Plante Moran Financial Advisors
Michigan
$3K +$3.4K +10 New
RWM
539
Raffa Wealth Management
District of Columbia
$2.63K -$681 -2 -20%
GFPC
540
Global Financial Private Client
Florida
$2.3K – – –
SWA
541
Sutton Wealth Advisors
Florida
$2.3K +$2.38K +7 New
NFSG
542
Newbridge Financial Services Group
Florida
$2K – – –
VCM
543
Vigilant Capital Management
Maine
$2K – – –
FAG
544
Fortitude Advisory Group
Washington
$2K +$1.7K +5 New
EWA
545
EverSource Wealth Advisors
Alabama
$2K +$2.04K +6 New
CWP
546
Concord Wealth Partners
Virginia
$1K – – –
EBA
547
Eagle Bay Advisors
New York
$1K +$340 +1 New
SC
548
Schubert & Co
Texas
$1K +$681 +2 New
JWA
549
JFS Wealth Advisors
Pennsylvania
$1K +$1.36K +4 New
Lazard Asset Management
550
Lazard Asset Management
New York
$1K +$1.36K +4 New