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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$6.39K +$6.08K +63 +1,575%
FFA
302
Farther Finance Advisors
California
$5.79K +$5.5K +57 New
MA
303
MCF Advisors
Kentucky
$5.48K +$482 +5 +10%
CTWM
304
Cherry Tree Wealth Management
Minnesota
$5.38K
TPCW
305
TD Private Client Wealth
New York
$5.28K
IHWM
306
Iron Horse Wealth Management
Iowa
$5.08K
SWM
307
Spire Wealth Management
Virginia
$4.93K
WTA
308
Washington Trust Advisors
Massachusetts
$4.67K
LC
309
Lindbrook Capital
California
$4.16K -$2.12K -22 -35%
EWA
310
EverSource Wealth Advisors
Alabama
$4.06K +$2.02K +21 +111%
Jones Financial Companies
311
Jones Financial Companies
Missouri
$3.96K +$1.64K +17 +77%
BIA
312
Bell Investment Advisors
California
$3.55K
CTC
313
Central Trust Company
Missouri
$3.25K
PS
314
Principal Securities
Iowa
$2.33K +$2.22K +23 New
AF
315
Advisornet Financial
Minnesota
$2.13K -$96 -1 -5%
CAL
316
Capital Advisors Ltd
Ohio
$2K
BTI
317
Blue Trust Inc
Georgia
$2K +$1.16K +12 +240%
FG
318
Fairman Group
Pennsylvania
$1.62K +$1.54K +16 New
BWL
319
Bogart Wealth LLC
Virginia
$1.42K
BGA
320
Battery Global Advisors
Massachusetts
$1.01K +$964 +10 New
BWM
321
Baystate Wealth Management
Massachusetts
$914
GWS
322
Glassman Wealth Services
Virginia
$711 +$386 +4 +133%
JWA
323
JFS Wealth Advisors
Pennsylvania
$508 -$96 -1 -17%
SIC
324
SJS Investment Consulting
Ohio
$204
GIPM
325
G2 Investment Partners Management
New York
-$5.24M -51,714 Closed