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Name Holding Trade Value Shares
Change
Change in
Stake
TLA
626
Tanglewood Legacy Advisors
Texas
$1.31K – – –
AF
627
Advisornet Financial
Minnesota
$1.24K -$7.4K -111 -85%
RWM
628
Raffa Wealth Management
District of Columbia
$1.18K – – –
CFFP
629
Center for Financial Planning
Michigan
$1.11K – – –
CFO
630
CVA Family Office
Colorado
$1.05K – – –
LWCFA
631
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01K – – –
ADL
632
Asset Dedication LLC
California
$1K -$400 -6 -21%
CAL
633
Capital Analysts LLC
Pennsylvania
$1K – – –
MFA
634
McClarren Financial Advisors
Pennsylvania
$1K – – –
Fifth Third Bancorp
635
Fifth Third Bancorp
Ohio
$981 -$1.53K -23 -61%
BCMLT
636
Beacon Capital Management LLC (Tennessee)
Tennessee
$981 – – –
BWL
637
Bogart Wealth LLC
Virginia
$981 – – –
SAM
638
Smartleaf Asset Management
Massachusetts
$932 +$933 +14 New
CIA
639
Cape Investment Advisory
Georgia
$915 – – –
SWA
640
SOA Wealth Advisors
New York
$915 – – –
CWA
641
Carolina Wealth Advisors
South Carolina
$849 – – –
DILIC
642
Dai-ichi Life Insurance Company
Japan
$822 – – –
DIP
643
DT Investment Partners
Pennsylvania
$785 – – –
SIC
644
SJS Investment Consulting
Ohio
$785 +$267 +4 +50%
OLVIG
645
Oliver Lagore Vanvalin Investment Group
Michigan
$784 – – –
SRCM
646
Signature Resources Capital Management
California
$719 – – –
BCH
647
Berkshire Capital Holdings
California
$654 – – –
HFM
648
Hartford Financial Management
Connecticut
$654 – – –
MA
649
MCF Advisors
Kentucky
$654 – – –
CCC
650
Chelsea Counsel Company
California
$654 +$667 +10 New