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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Spire Wealth Management
Virginia
$73K +$2.02K +13 +3%
CA
627
Crewe Advisors
Utah
$72K -$1.09K -7 -1%
LWM
628
Liberty Wealth Management
California
$72K +$44.5K +286 +171%
GWM
629
Geneos Wealth Management
Colorado
$70K
RWM
630
Raffa Wealth Management
District of Columbia
$66.7K
HI
631
Harbour Investments
Wisconsin
$62K +$1.4K +9 +2%
PFGIA
632
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$1.71K +11 +3%
CFA
633
Carroll Financial Associates
North Carolina
$51K +$156 +1 +0.3%
PFBT
634
Parkside Financial Bank & Trust
Missouri
$50K +$4.67K +30 +10%
WWMSC
635
Wagner Wealth Management (South Carolina)
South Carolina
$48K -$9.97K -64 -19%
MSFP
636
Mark Sheptoff Financial Planning
Connecticut
$45K
FHA
637
First Horizon Advisors
Tennessee
$45K +$21.5K +138 +79%
SIC
638
Salem Investment Counselors
North Carolina
$45K +$31.1K +200 +200%
BFEC
639
Benjamin F. Edwards & Company
Missouri
$44K
JFGIW
640
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K
IFAM
641
Institutional & Family Asset Management
Colorado
$43K +$2.65K +17 +6%
CWP
642
Concord Wealth Partners
Virginia
$41K -$90.8K -583 -68%
HFM
643
Harvest Fund Management
China
$40K
HCP
644
Hexagon Capital Partners
Arkansas
$39K +$31.1K +200 +328%
JWM
645
Janiczek Wealth Management
Colorado
$37K -$1.56K -10 -4%
TFS
646
TrustCore Financial Services
Tennessee
$37K
TIM
647
Tortoise Investment Management
New York
$37K +$38.9K +250 New
NFG
648
Next Financial Group
Texas
$36K -$88.6K -569 -70%
SSB
649
Sandy Spring Bank
Maryland
$36K
SN
650
Sittner & Nelson
Oregon
$34K