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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
626
Toth Financial Advisory
Virginia
$9K – – –
TWP
627
TFO Wealth Partners
Ohio
$9K +$8.08K +50 New
GWS
628
Glassman Wealth Services
Virginia
$8K +$2.26K +14 +52%
PWMG
629
Prestige Wealth Management Group
New Jersey
$8K +$2.91K +18 +67%
JFA
630
JNBA Financial Advisors
Minnesota
$7K – – –
OC
631
Oakworth Capital
Alabama
$7K – – –
HFA
632
Hoover Financial Advisors
Pennsylvania
$7K +$6.47K +40 New
LS
633
Leelyn Smith
Illinois
$6K – – –
GEA
634
Glen Eagle Advisors
New Jersey
$5.62K – – –
CB
635
CNB Bank
Pennsylvania
$4K -$2.26K -14 -42%
EFSCE
636
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
EI
637
Ellevest Inc
New York
$4K +$485 +3 +16%
MFT
638
Moisand Fitzgerald Tamayo
Florida
$4K +$3.07K +19 New
RIM
639
Rockbridge Investment Management
New York
$4K +$3.23K +20 New
PA
640
Perennial Advisors
New York
$4K +$3.72K +23 New
NIM
641
NuWave Investment Management
New Jersey
$3K +$2.26K +14 New
RA
642
Rational Advisors
New York
$3K +$2.26K +14 New
PHK
643
Point72 Hong Kong
Hong Kong
$3K +$2.42K +15 New
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.59K +16 New
RWM
645
Raffa Wealth Management
District of Columbia
$2.25K – – –
BFC
646
Bedel Financial Consulting
Indiana
$2K – – –
PFBT
647
Parkside Financial Bank & Trust
Missouri
$2K – – –
APWA
648
Atlas Private Wealth Advisors
New Jersey
$2K +$1.62K +10 New
BWM
649
Baystate Wealth Management
Massachusetts
$2K +$1.62K +10 New
BWM
650
BerganKDV Wealth Management
Minnesota
$2K +$1.78K +11 New