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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
501
Advisornet Financial
Minnesota
$6.84K – – –
BIA
502
Bell Investment Advisors
California
$6.64K – – –
BFS
503
Bare Financial Services
Pennsylvania
$6.64K +$5.52K +29 +967%
BIG
504
Brooklyn Investment Group
New York
$6.44K +$1.33K +7 +28%
RAM
505
Riggs Asset Management
Pennsylvania
$6.03K +$5.71K +30 New
JWA
506
JFS Wealth Advisors
Pennsylvania
$5.83K – – –
HFM
507
Harvest Fund Management
China
$5K – – –
HFS
508
Hopwood Financial Services
Virginia
$4.63K – – –
BWL
509
Bogart Wealth LLC
Virginia
$3.82K – – –
SC
510
SouthState Corp
Florida
$3.62K +$3.05K +16 +800%
TPCW
511
TD Private Client Wealth
New York
$3.61K +$3.43K +18 New
AFG
512
Albion Financial Group
Utah
$3.42K – – –
IHWM
513
Iron Horse Wealth Management
Iowa
$3.42K -$1.14K -6 -26%
RWS
514
Retirement Wealth Solutions
Wisconsin
$3.22K – – –
OLVIG
515
Oliver Lagore Vanvalin Investment Group
Michigan
$3.11K +$3.43K +18 New
OP
516
ORG Partners
Indiana
$3.02K +$2.86K +15 New
CCMI
517
Creative Capital Management Investments
California
$3.02K +$2.86K +15 New
HWM
518
Hemington Wealth Management
Virginia
$3K – – –
PFBT
519
Parkside Financial Bank & Trust
Missouri
$2.82K +$2.67K +14 New
AA
520
Ancora Advisors
Ohio
$2.62K +$2.48K +13 New
AIM
521
Anchor Investment Management
South Carolina
$2.41K -$13.5K -71 -86%
MSWA
522
Marshall & Sterling Wealth Advisors
New York
$2.41K – – –
FHA
523
First Horizon Advisors
Tennessee
$1.66K -$4.95K -26 -76%
CFO
524
CVA Family Office
Colorado
$1.61K – – –
GWP
525
Gen-Wealth Partners
Michigan
$1.41K – – –
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