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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1076
Prestige Wealth Management Group
New Jersey
$60K +$1.56K +25 +3%
T
1077
TCWP
Ohio
$60K +$58.9K +941 New
DBG
1078
De Burlo Group
Massachusetts
$58K +$56.3K +900 New
BHWM
1079
Beaird Harris Wealth Management
Texas
$57K
FP
1080
Financial Perspectives
Minnesota
$56.4K +$250 +4 +0.5%
HNWAG
1081
High Net Worth Advisory Group
Florida
$56K +$37.7K +602 +219%
Credit Agricole
1082
Credit Agricole
France
$53K
BWS
1083
BCR Wealth Strategies
Alabama
$52K
PCG
1084
Private Capital Group
Connecticut
$51K -$877 -14 -2%
CA
1085
Crewe Advisors
Utah
$49K
FCT
1086
First Community Trust
Iowa
$46K +$3.26K +52 +8%
CLOS
1087
Compagnie Lombard Odier SCmA
Switzerland
$46K +$20.3K +325 +82%
AFS
1088
Annapolis Financial Services
Maryland
$45K
BFC
1089
Bedel Financial Consulting
Indiana
$44K
SGAM
1090
Smith Group Asset Management
Texas
$43K -$2.32K -37 -5%
LF
1091
Lee Financial
Texas
$43K
RIM
1092
Rockbridge Investment Management
New York
$42.1K -$15.7K -250 -28%
BWP
1093
Baldwin Wealth Partners
Massachusetts
$42K
LPP
1094
Life Planning Partners
Florida
$42K
EW
1095
Evoke Wealth
California
$42K +$5.51K +88 +16%
FA
1096
Financial Advantage
Maryland
$41K
BWM
1097
Baystate Wealth Management
Massachusetts
$41K +$188 +3 +0.5%
BCM
1098
Bourgeon Capital Management
Connecticut
$41K +$313 +5 +0.8%
HR
1099
Howe & Rusling
New York
$40K -$313 -5 -0.8%
SWA
1100
SOA Wealth Advisors
New York
$40K