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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
701
JFS Wealth Advisors
Pennsylvania
$2.1K -$3.02K -17 -53%
BLC
702
Brown, Lisle/Cummings
Rhode Island
$2.1K – – –
RWM
703
Raffa Wealth Management
District of Columbia
$2.1K +$177 +1 +7%
CAL
704
Capital Advisors Ltd
Ohio
$2K +$2.31K +13 New
AG
705
AmeriFlex Group
Nevada
$1.82K -$1.95K -11 -46%
GSWM
706
Golden State Wealth Management
California
$1.82K – – –
CH
707
Cromwell Holdings
Wyoming
$1.82K +$177 +1 +8%
PWMG
708
Prestige Wealth Management Group
New Jersey
$1.68K – – –
S
709
Sachetta
Massachusetts
$1.68K +$2.13K +12 New
HFS
710
Hughes Financial Services
Virginia
$1.68K -$709 -4 -25%
GEA
711
Glen Eagle Advisors
New Jersey
$1.68K – – –
PWA
712
Physician Wealth Advisors
Utah
$1.54K -$10.3K -58 -84%
TPCW
713
TD Private Client Wealth
New York
$1.54K +$709 +4 +57%
AP
714
Aspect Partners
Virginia
$1.54K +$887 +5 +83%
BCH
715
Berkshire Capital Holdings
California
$1.4K – – –
HWA
716
HHM Wealth Advisors
Tennessee
$1.4K – – –
FCAS
717
First Command Advisory Services
Texas
$1.4K +$1.77K +10 New
ME
718
McIlrath & Eck
Washington
$1.4K +$1.77K +10 New
VWM
719
Vermillion Wealth Management
Minnesota
$1.4K +$1.77K +10 New
DF
720
Dunhill Financial
United Kingdom
$1.23K +$1.42K +8 New
SWA
721
Strategic Wealth Advisors
Arizona
$1K – – –
WCM
722
Winthrop Capital Management
Indiana
$1K – – –
PTC
723
Private Trust Company
Ohio
$982 -$46.1K -260 -97%
KFAS
724
Keating Financial Advisory Services
Kansas
$982 -$1.42K -8 -53%
CMA
725
Cedar Mountain Advisors
Oregon
$982 – – –