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Name Holding Trade Value Shares
Change
Change in
Stake
NC
451
NewSquare Capital
Pennsylvania
$940 -$1.85K -38 -67%
RIL
452
Rothschild Investment LLC
Illinois
$940 +$243 +5 +36%
TFM
453
TFC Financial Management
Massachusetts
$891 -$49 -1 -5%
MSWM
454
Mowery & Schoenfeld Wealth Management
Illinois
$891
NEWAS
455
N.E.W. Advisory Services
Wisconsin
$891
RWM
456
Rialto Wealth Management
New York
$792 +$777 +16 New
KG
457
Kilter Group
New York
$743 +$729 +15 New
GBT
458
Grove Bank & Trust
Florida
$693 +$680 +14 New
SIC
459
SJS Investment Consulting
Ohio
$594 -$777 -16 -57%
National Bank of Canada
460
National Bank of Canada
Quebec, Canada
$594
MCM
461
MV Capital Management
Maryland
$545 -$340 -7 -39%
AIM
462
Anchor Investment Management
South Carolina
$544 +$49 +1 +10%
RA
463
Rise Advisors
New York
$544 +$534 +11 New
SSG
464
Summit Securities Group
New York
$495 +$486 +10 New
HIA
465
HFM Investment Advisors
New Jersey
$396 +$146 +3 +60%
CPG
466
Cornerstone Planning Group
New Jersey
$372
SHIM
467
Stone House Investment Management
Pennsylvania
$297 +$292 +6 New
HFM
468
Hartford Financial Management
Connecticut
$248
PWM
469
Parkworth Wealth Management
California
$198 -$97 -2 -33%
DF
470
Dunhill Financial
United Kingdom
$198
TCOV
471
Trust Company of Vermont
Vermont
$198
AUB
472
Atlantic Union Bankshares
Virginia
$198 +$194 +4 New
BHWM
473
Bay Harbor Wealth Management
Maryland
$197 -$49 -1 -20%
VWA
474
Valued Wealth Advisors
Utah
$149
CIAM
475
Caitong International Asset Management
Hong Kong
$49 -$200K -4,119 -100%