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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
576
TFC Financial Management
Massachusetts
$3K
APC
577
Aspire Private Capital
North Carolina
$3K +$243 +3 +11%
HWMA
578
Heritage Wealth Management (Arizona)
Arizona
$3K +$2.92K +36 New
CT
579
Caldwell Trust
Florida
$2.8K
BDWM
580
Brewin Dolphin Wealth Management
Ireland
$2.3K +$162 +2 +8%
RWM
581
Raffa Wealth Management
District of Columbia
$2.22K -$112K -1,374 -98%
SWA
582
Sutton Wealth Advisors
Florida
$2.14K
FP
583
Financial Perspectives
Minnesota
$2.06K -$159K -1,954 -99%
Nisa Investment Advisors
584
Nisa Investment Advisors
Missouri
$2.01K -$893K -11,000 -31%
EI
585
Ellevest Inc
New York
$2K -$26.8K -330 -94%
HRC
586
Hoertkorn Richard Charles
$2K -$17.4K -215 -91%
PMFA
587
Plante Moran Financial Advisors
Michigan
$2K -$2.03K -25 -50%
AWM
588
Activest Wealth Management
Florida
$2K
AFS
589
Annapolis Financial Services
Maryland
$2K
APWA
590
Atlas Private Wealth Advisors
New Jersey
$2K
ACM
591
AUA Capital Management
Pennsylvania
$2K
BWM
592
Baystate Wealth Management
Massachusetts
$2K
BG
593
Bollard Group
Massachusetts
$2K
CFFP
594
Center for Financial Planning
Michigan
$2K
COCM
595
Charter Oak Capital Management
New Hampshire
$2K
CFG
596
CKW Financial Group
Hawaii
$2K
LF
597
Lee Financial
Texas
$2K
ME
598
McIlrath & Eck
Washington
$2K
OIA
599
Optimum Investment Advisors
Illinois
$2K
PWM
600
Prentice Wealth Management
New York
$2K