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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$9.23K -$1.23K -91 -11%
SIS
252
Sound Income Strategies
Florida
$8.81K
HI
253
Harbour Investments
Wisconsin
$7.44K +$7.85K +580 New
ITIM
254
Indiana Trust & Investment Management
Indiana
$7.18K
CMP
255
Coston McIsaac & Partners
Maine
$7K
PWA
256
Physician Wealth Advisors
Utah
$6.42K
AA
257
Ancora Advisors
Ohio
$5.94K +$6.27K +463 New
CFFP
258
Center for Financial Planning
Michigan
$5.18K
TPWA
259
Twin Peaks Wealth Advisors
California
$5.14K +$5.43K +401 New
BFS
260
Bare Financial Services
Pennsylvania
$5.04K +$2.5K +185 +89%
IA
261
IFP Advisors
Florida
$4.84K
TWD
262
True Wealth Design
Ohio
$4.39K +$3.06K +226 +195%
MWPCG
263
Measured Wealth Private Client Group
New Hampshire
$3.85K
WFA
264
West Financial Advisors
Iowa
$3.85K
LFG
265
Larson Financial Group
Missouri
$3.67K +$3.87K +286 New
SWM
266
Spire Wealth Management
Virginia
$3.5K
DMIC
267
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.5K +$81 +6 +2%
BGAI
268
Bruce G. Allen Investments
Colorado
$3K
BIA
269
Bell Investment Advisors
California
$2.94K +$2.25K +166 +263%
GEA
270
Glen Eagle Advisors
New Jersey
$2.59K
CA
271
CoreCap Advisors
Michigan
$2.57K
GCM
272
Gables Capital Management
Florida
$2.57K
ZBNA
273
Zions Bancorporation, National Association
Utah
$2.48K -$758 -56 -22%
S
274
SignatureFD
Georgia
$2.44K
HFS
275
Hughes Financial Services
Virginia
$1.98K