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Name Holding Trade Value Shares
Change
Change in
Stake
EP
351
Essential Partners
California
$9.46K -$5.66K -48 -35%
SWA
352
SOA Wealth Advisors
New York
$9.46K
CFFP
353
Center for Financial Planning
Michigan
$8.62K
SIC
354
SJS Investment Consulting
Ohio
$8.2K -$1.77K -15 -16%
GBT
355
Grove Bank & Trust
Florida
$8.1K
RCM
356
Raleigh Capital Management
North Carolina
$7.92K +$708 +6 +9%
BIA
357
Bell Investment Advisors
California
$7.89K
CT
358
Clearstead Trust
Maine
$7.68K +$1.65K +14 +24%
LCA
359
Legend Capital Advisors
New York
$7.36K +$8.26K +70 New
CCWM
360
Cassaday & Co Wealth Management
Virginia
$7.15K +$8.02K +68 New
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$6.63K -$118 -1 -2%
PTC
362
Private Trust Company
Ohio
$6.63K +$7.43K +63 New
FFO
363
Fortitude Family Office
Arizona
$6.52K +$4.01K +34 +121%
JWA
364
JFS Wealth Advisors
Pennsylvania
$5.47K +$826 +7 +16%
HNW
365
High Note Wealth
Minnesota
$4.31K
DWP
366
Destiny Wealth Partners
Florida
$3.79K +$4.25K +36 New
BHWM
367
Bay Harbor Wealth Management
Maryland
$3.58K +$708 +6 +21%
WSFG
368
Wall Street Financial Group
Illinois
$3.58K +$4.01K +34 New
WA
369
Whipplewood Advisors
Colorado
$3.47K +$3.89K +33 New
RWPA
370
Richard W. Paul & Associates
Michigan
$3.15K
CMA
371
Cedar Mountain Advisors
Oregon
$3.05K +$3.42K +29 New
BGAI
372
Bruce G. Allen Investments
Colorado
$2.84K -$354 -3 -10%
AssetMark Inc
373
AssetMark Inc
California
$2.73K -$4.96K -42 -62%
PWPS
374
Pinnacle Wealth Planning Services
Ohio
$2.73K
S
375
Sachetta
Massachusetts
$2.63K +$2.95K +25 New