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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
901
Baldwin Wealth Partners
Massachusetts
$28K
NIC
902
Northwest Investment Counselors
Oregon
$28K +$22.8K +200 +800%
PP
903
PFS Partners
New Jersey
$27.4K -$1.03K -9 -4%
MIM
904
Macroview Investment Management
Maryland
$27.4K +$10.8K +95 +76%
MA
905
Montag & Associates
Georgia
$27.1K -$8.22K -72 -25%
WTA
906
Washington Trust Advisors
Massachusetts
$26.2K +$343 +3 +1%
TWM
907
Tradition Wealth Management
Minnesota
$25K -$114 -1 -0.5%
OCM
908
Orion Capital Management
California
$24.9K
LFA
909
Level Financial Advisors
New York
$24.9K +$11.4K +100 +100%
JFA
910
JNBA Financial Advisors
Minnesota
$24.9K +$22.8K +200 New
KFI
911
Key Financial Inc
Pennsylvania
$24.9K +$22.8K +200 New
GWS
912
Glassman Wealth Services
Virginia
$24.8K -$21.2K -186 -48%
NC
913
NewSquare Capital
Pennsylvania
$23.1K +$17K +149 +403%
MAWCM
914
Mine & Arao Wealth Creation & Management
California
$22.8K
NMG
915
New Millennium Group
Utah
$22.4K
WIM
916
WealthPlan Investment Management
Nebraska
$22.3K +$20.4K +179 New
QCG
917
Quadrant Capital Group
Ohio
$22.1K -$9.02K -79 -31%
BIA
918
Bell Investment Advisors
California
$22K +$799 +7 +4%
PPC
919
Park Place Capital
Alabama
$22K +$12.4K +109 +160%
VF
920
VitalStone Financial
Texas
$22K +$1.14K +10 +8%
Jones Financial Companies
921
Jones Financial Companies
Missouri
$21.5K +$19.8K +173 New
IAS
922
IMA Advisory Services
Colorado
$21.3K
TCA
923
Trifecta Capital Advisors
Illinois
$19.9K
IWP
924
IAG Wealth Partners
Wisconsin
$19.9K +$11.4K +100 +167%
CAM
925
Chesapeake Asset Management
New York
$19.9K +$18.3K +160 New