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Name Holding Trade Value Shares
Change
Change in
Stake
HFA
676
HC Financial Advisors
California
$7K – – –
RA
677
Rise Advisors
New York
$6K -$1.01K -9 -11%
AWM
678
Accel Wealth Management
Iowa
$6K – – –
EARNEST Partners
679
EARNEST Partners
Georgia
$6K – – –
BTI
680
Blue Trust Inc
Georgia
$6K +$3.8K +34 New
LFG
681
Larson Financial Group
Missouri
$6K +$6.15K +55 +367%
VVP
682
Venture Visionary Partners
Ohio
$5.78K +$7.72K +69 New
RIM
683
Rockbridge Investment Management
New York
$5.11K -$4.59K -41 -40%
GWS
684
Glassman Wealth Services
Virginia
$5K -$1.34K -12 -17%
HFM
685
Hartford Financial Management
Connecticut
$5K – – –
IHWM
686
Iron Horse Wealth Management
Iowa
$5K – – –
CAC
687
Core Alternative Capital
Georgia
$5K +$1.79K +16 +33%
SWA
688
SOA Wealth Advisors
New York
$5K +$7.5K +67 New
WAM
689
WFA Asset Management
Wisconsin
$4.36K +$5.82K +52 New
ZB
690
Zions Bancorporation
Utah
$4K -$336 -3 -7%
AA
691
Addison Advisors
Vermont
$4K – – –
CFG
692
CKW Financial Group
Hawaii
$4K – – –
GG
693
Gleason Group
Kentucky
$4K – – –
GTAM
694
Global Trust Asset Management
Florida
$4K – – –
HBW
695
Hazlett, Burt & Watson
West Virginia
$4K – – –
TFA
696
Toth Financial Advisory
Virginia
$4K – – –
TCM
697
Tradewinds Capital Management
Washington
$4K – – –
JWA
698
JFS Wealth Advisors
Pennsylvania
$4K +$2.13K +19 +83%
UWM
699
Urban Wealth Management
California
$4K +$5.59K +50 New
SAM
700
Strategic Asset Management
Minnesota
$3K -$559 -5 -14%