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Name Holding Trade Value Shares
Change
Change in
Stake
NC
926
NewSquare Capital
Pennsylvania
$23K
CWC
927
Carolinas Wealth Consulting
North Carolina
$23K +$8.69K +29 +59%
IPW
928
IronBridge Private Wealth
Texas
$21K
JFGIW
929
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$20.7K +69 New
BIA
930
Bell Investment Advisors
California
$20K -$300 -1 -2%
MPWT
931
MassMutual Private Wealth & Trust
Connecticut
$19K -$899 -3 -4%
LF
932
Lee Financial
Texas
$19K +$18.6K +62 New
CTB
933
Country Trust Bank
Illinois
$18K
TCOV
934
Trust Company of Vermont
Vermont
$18K +$18.3K +61 New
DWA
935
Delos Wealth Advisors
Texas
$16K +$15.6K +52 New
SIA
936
Sit Investment Associates
Minnesota
$16K +$16.2K +54 New
CYG
937
Clean Yield Group
Vermont
$15K
BWP
938
Baldwin Wealth Partners
Massachusetts
$15K +$2.1K +7 +17%
PWMG
939
Prestige Wealth Management Group
New Jersey
$14K -$3K -10 -18%
JWM
940
Janiczek Wealth Management
Colorado
$14K
JFA
941
JNBA Financial Advisors
Minnesota
$13K -$55.5K -185 -81%
ME
942
McIlrath & Eck
Washington
$13K
TF
943
TimeScale Financial
Massachusetts
$13K
ZIG
944
Zullo Investment Group
Pennsylvania
$13K +$13.2K +44 New
RFA
945
Reilly Financial Advisors
California
$11K +$11.1K +37 New
PB
946
Pinnacle Bancorp
Nebraska
$10K
TIM
947
Tortoise Investment Management
New York
$10K
SGAM
948
Smith Group Asset Management
Texas
$10K +$899 +3 +10%
BWM
949
BerganKDV Wealth Management
Minnesota
$9K -$300 -1 -3%
CFN
950
Cordasco Financial Network
Florida
$9K