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Name Holding Trade Value Shares
Change
Change in
Stake
BC
326
Burleson & Co
California
$5K
PFA
327
Professional Financial Advisors
Nebraska
$5K
Bessemer Group
328
Bessemer Group
New Jersey
$5K +$4.27K +192 New
BWM
329
BerganKDV Wealth Management
Minnesota
$5K +$4.34K +195 New
KFS
330
Kelly Financial Services
Massachusetts
$4.77K
BIA
331
Bell Investment Advisors
California
$4K -$979 -44 -21%
CA
332
Clearstead Advisors
Ohio
$4K
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$22 +1 +0.6%
CFRPA
334
Castle Financial & Retirement Planning Associates
New Jersey
$4K +$3.54K +159 New
QC
335
Quent Capital
New York
$4K +$3.8K +171 New
CWC
336
Carolinas Wealth Consulting
North Carolina
$3K
LAS
337
Lloyd Advisory Services
Georgia
$3K +$3.2K +144 New
FPS
338
Fieldpoint Private Securities
Connecticut
$2K -$6.23K -280 -79%
CFGS
339
Concourse Financial Group Securities
Alabama
$2K
FHA
340
First Horizon Advisors
Tennessee
$2K +$22 +1 +0.9%
FWM
341
Focused Wealth Management
New York
$2K +$22 +1 +1%
BBPWM
342
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2.22K +100 New
EI
343
Ellevest Inc
New York
$1K -$46.1K -2,073 -98%
GWS
344
Glassman Wealth Services
Virginia
$1K -$111 -5 -12%
AssetMark Inc
345
AssetMark Inc
California
$1K
EARNEST Partners
346
EARNEST Partners
Georgia
$1K
EWM
347
Edge Wealth Management
New York
$1K
IWP
348
IAG Wealth Partners
Wisconsin
$1K
HWM
349
HighMark Wealth Management
Minnesota
$1K +$22 +1 +2%
VCM
350
Versant Capital Management
Arizona
$1K +$289 +13 +81%