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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
501
Bell Investment Advisors
California
$6.64K – – –
BFS
502
Bare Financial Services
Pennsylvania
$6.64K +$5.52K +29 +967%
BIG
503
Brooklyn Investment Group
New York
$6.44K +$1.33K +7 +28%
RAM
504
Riggs Asset Management
Pennsylvania
$6.03K +$5.71K +30 New
JWA
505
JFS Wealth Advisors
Pennsylvania
$5.83K – – –
HFM
506
Harvest Fund Management
China
$5K – – –
HFS
507
Hopwood Financial Services
Virginia
$4.63K – – –
BWL
508
Bogart Wealth LLC
Virginia
$3.82K – – –
SC
509
SouthState Corp
Florida
$3.62K +$3.05K +16 +800%
TPCW
510
TD Private Client Wealth
New York
$3.61K +$3.43K +18 New
AFG
511
Albion Financial Group
Utah
$3.42K – – –
IHWM
512
Iron Horse Wealth Management
Iowa
$3.42K -$1.14K -6 -26%
RWS
513
Retirement Wealth Solutions
Wisconsin
$3.22K – – –
OLVIG
514
Oliver Lagore Vanvalin Investment Group
Michigan
$3.11K +$3.43K +18 New
OP
515
ORG Partners
Indiana
$3.02K +$2.86K +15 New
CCMI
516
Creative Capital Management Investments
California
$3.02K +$2.86K +15 New
HWM
517
Hemington Wealth Management
Virginia
$3K – – –
PFBT
518
Parkside Financial Bank & Trust
Missouri
$2.82K +$2.67K +14 New
AA
519
Ancora Advisors
Ohio
$2.62K +$2.48K +13 New
AIM
520
Anchor Investment Management
South Carolina
$2.41K -$13.5K -71 -86%
MSWA
521
Marshall & Sterling Wealth Advisors
New York
$2.41K – – –
FHA
522
First Horizon Advisors
Tennessee
$1.66K -$4.95K -26 -76%
CFO
523
CVA Family Office
Colorado
$1.61K – – –
GWP
524
Gen-Wealth Partners
Michigan
$1.41K – – –
TWD
525
True Wealth Design
Ohio
$1.41K +$381 +2 +40%
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