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Name Holding Trade Value Shares
Change
Change in
Stake
AIG
601
American International Group
New York
$6.54K -$48.7K -873 -0.8%
SWA
602
SOA Wealth Advisors
New York
$6K -$56 -1 -0.9%
CFFP
603
Center for Financial Planning
Michigan
$6K
CFB
604
Cullen/Frost Bankers
Texas
$6K
EWA
605
Evolution Wealth Advisors
Florida
$6K
PP
606
Pacifica Partners
Canada
$6K
PMFA
607
Plante Moran Financial Advisors
Michigan
$6K
PFA
608
Professional Financial Advisors
Nebraska
$6K
RA
609
Resolute Advisors
California
$6K
SBL
610
Sargent Bickham Lagudis
Colorado
$6K
SL
611
Savior LLC
Massachusetts
$6K
TCM
612
Tradewinds Capital Management
Washington
$6K +$4.58K +82 +273%
AA
613
Addison Advisors
Vermont
$6K +$6.14K +110 New
FHC
614
First Horizon Corporation
Tennessee
$5K
WWM
615
Wolff Wiese Magana
California
$5K
WTC
616
WhitTier Trust Company
Nevada
$5K +$4.69K +84 New
PMAS
617
PNC Managed Account Solutions
Texas
$5K +$5.08K +91 New
RWM
618
Raffa Wealth Management
District of Columbia
$4.51K
BFC
619
Bedel Financial Consulting
Indiana
$4K +$3.57K +64 New
LF
620
Lee Financial
Texas
$4K +$3.74K +67 New
ED
621
Exane Derivatives
France
$3.24K
CWP
622
Concord Wealth Partners
Virginia
$3K -$19.2K -344 -88%
LJHT
623
Laurie J. Hall Trustee
$3K
SWG
624
Summit Wealth Group
Vermont
$3K +$2.51K +45 New
HC
625
Hoese & Co
Minnesota
$3K +$2.79K +50 New