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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
426
Larson Financial Group
Missouri
$16K +$16.1K +475 New
TPCW
427
TD Private Client Wealth
New York
$15.2K -$10K -296 -40%
BWP
428
Baldwin Wealth Partners
Massachusetts
$14K – – –
FCA
429
FinTrust Capital Advisors
South Carolina
$14K – – –
RA
430
Rise Advisors
New York
$14K +$102 +3 +0.8%
BTI
431
Blue Trust Inc
Georgia
$14K +$15.3K +453 New
BCWM
432
Bartlett & Co Wealth Management
Ohio
$13.3K – – –
BC
433
Bartlett & Co
Ohio
$13K – – –
SWA
434
SOA Wealth Advisors
New York
$12K -$91.6K -2,707 -88%
AIP
435
Ahrens Investment Partners
Louisiana
$12K -$22.3K -660 -66%
CWP
436
Concord Wealth Partners
Virginia
$12K -$16.6K -489 -59%
WTA
437
Washington Trust Advisors
Massachusetts
$11K – – –
HWA
438
Heritage Wealth Advisors
Virginia
$10K – – –
AF
439
Advisornet Financial
Minnesota
$10K +$6.77K +200 +222%
NOI
440
Newton One Investments
Delaware
$9K – – –
WTC
441
WhitTier Trust Company
Nevada
$9K +$271 +8 +3%
COCM
442
Charter Oak Capital Management
New Hampshire
$8K – – –
CMP
443
Coston McIsaac & Partners
Maine
$8K +$7.68K +227 New
HFS
444
Heritage Financial Services
Massachusetts
$8K +$8.02K +237 New
SWA
445
Sutton Wealth Advisors
Florida
$8K – – –
JWA
446
JFS Wealth Advisors
Pennsylvania
$7K +$1.29K +38 +22%
AWM
447
Accel Wealth Management
Iowa
$6K -$6.77K -200 -50%
PCG
448
Private Capital Group
Connecticut
$6K -$2.33K -69 -29%
HFM
449
Hartford Financial Management
Connecticut
$6K – – –
IFAM
450
Institutional & Family Asset Management
Colorado
$6K – – –