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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
526
Prestige Wealth Management Group
New Jersey
$4K
DWA
527
Delos Wealth Advisors
Texas
$4K +$4.08K +12 New
MG
528
MilWealth Group
Wisconsin
$3.94K
BWM
529
BerganKDV Wealth Management
Minnesota
$3K
HFM
530
Harvest Fund Management
China
$3K
PGAM
531
Princeton Global Asset Management
New Jersey
$3K
ACM
532
AUA Capital Management
Pennsylvania
$3K +$1.02K +3 +60%
BIA
533
Bell Investment Advisors
California
$3K +$2.38K +7 +233%
JFA
534
JNBA Financial Advisors
Minnesota
$3K +$2.72K +8 New
Jones Financial Companies
535
Jones Financial Companies
Missouri
$3K +$2.72K +8 New
AWA
536
Amplius Wealth Advisors
Pennsylvania
$3K +$3.4K +10 New
PMFA
537
Plante Moran Financial Advisors
Michigan
$3K +$3.4K +10 New
RWM
538
Raffa Wealth Management
District of Columbia
$2.63K -$681 -2 -20%
GFPC
539
Global Financial Private Client
Florida
$2.3K
SWA
540
Sutton Wealth Advisors
Florida
$2.3K +$2.38K +7 New
NFSG
541
Newbridge Financial Services Group
Florida
$2K
VCM
542
Vigilant Capital Management
Maine
$2K
FAG
543
Fortitude Advisory Group
Washington
$2K +$1.7K +5 New
EWA
544
EverSource Wealth Advisors
Alabama
$2K +$2.04K +6 New
CWP
545
Concord Wealth Partners
Virginia
$1K
EBA
546
Eagle Bay Advisors
New York
$1K +$340 +1 New
SC
547
Schubert & Co
Texas
$1K +$681 +2 New
JWA
548
JFS Wealth Advisors
Pennsylvania
$1K +$1.36K +4 New
Lazard Asset Management
549
Lazard Asset Management
New York
$1K +$1.36K +4 New
BBHC
550
Brown Brothers Harriman & Co
New York
$799 +$340 +1 +0%