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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
901
Arkadios Wealth Advisors
Georgia
$7K -$167 -2 -2%
RA
902
Resolute Advisors
California
$7K
TFS
903
TrustCore Financial Services
Tennessee
$7K
VCM
904
Versant Capital Management
Arizona
$7K
CAL
905
Capital Analysts LLC
Pennsylvania
$6K -$10.3K -123 -64%
CCA
906
Column Capital Advisors
Indiana
$6K -$2K -24 -24%
FPFS
907
First Personal Financial Services
North Carolina
$6K
VNA
908
Valley National Advisers
Pennsylvania
$6K
APC
909
Aspire Private Capital
North Carolina
$5K
APWA
910
Atlas Private Wealth Advisors
New Jersey
$5K
LS
911
Leelyn Smith
Illinois
$5K
LWA
912
Lenox Wealth Advisors
New York
$5K
HWM
913
HighMark Wealth Management
Minnesota
$5K +$5.33K +64 New
AF
914
Allworth Financial
California
$4K -$18.3K -220 -80%
IF
915
Ironwood Financial
Arizona
$4K -$2.17K -26 -33%
CWP
916
Concord Wealth Partners
Virginia
$4K -$583 -7 -12%
AP
917
Arlington Partners
Alabama
$4K
BWP
918
Baldwin Wealth Partners
Massachusetts
$4K
BWM
919
BerganKDV Wealth Management
Minnesota
$4K
KFP
920
KB Financial Partners
New Jersey
$4K
MSFP
921
Mark Sheptoff Financial Planning
Connecticut
$4K
UFF
922
USA Financial Formulas
Michigan
$4K +$3K +36 +240%
TFGT
923
TS Financial Group (TSFG)
Illinois
$4K +$3.83K +46 New
PGWM
924
Parisi Gray Wealth Management
New Jersey
$4K +$4.17K +50 New
FPW
925
Flagship Private Wealth
Massachusetts
$3.28K