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Name Holding Trade Value Shares
Change
Change in
Stake
HF
701
Halpern Financial
Virginia
$14.5K +$13.1K +41 New
SWA
702
Sutton Wealth Advisors
Florida
$12.7K -$955 -3 -8%
NRG
703
Nemes Rush Group
Michigan
$12.4K +$11.1K +35 New
TWP
704
TFO Wealth Partners
Ohio
$11.7K +$10.5K +33 New
TFM
705
TFC Financial Management
Massachusetts
$11.3K -$4.14K -13 -29%
TFA
706
Toth Financial Advisory
Virginia
$11.3K
CIA
707
Cape Investment Advisory
Georgia
$11.3K
BTI
708
Blue Trust Inc
Georgia
$11K -$32.5K -102 -76%
FRA
709
Front Row Advisors
California
$11K -$318 -1 -3%
CT
710
Cambridge Trust
Massachusetts
$10.6K
LWA
711
Lowe Wealth Advisors
Maryland
$10.6K
EBA
712
Eagle Bay Advisors
New York
$10.3K
CQS
713
Credential Qtrade Securities
$8.49K -$14.6K -46 -66%
QL
714
Quarry LP
New York
$8.13K +$1.91K +6 +35%
BSC
715
Brown Shipley & Co
United Kingdom
$7.78K +$7.01K +22 New
CAC
716
Core Alternative Capital
Georgia
$7.07K -$10.8K -34 -63%
VCM
717
Versant Capital Management
Arizona
$7.07K +$6.37K +20 New
FMP
718
Financial Management Professionals
Texas
$7K
FCAG
719
First Capital Advisors Group
New Jersey
$6.72K +$6.05K +19 New
CCM
720
Chilton Capital Management
Texas
$6.37K -$95.2K -299 -94%
AWM
721
Atticus Wealth Management
Florida
$6.37K -$2.23K -7 -28%
BWM
722
Baystate Wealth Management
Massachusetts
$6.37K
FFA
723
Fairfield Financial Advisors
Massachusetts
$6.37K
RA
724
Rise Advisors
New York
$6.37K
CFFP
725
Center for Financial Planning
Michigan
$6.01K