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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Endurance Wealth Management
Rhode Island
$13K
AFS
652
Annapolis Financial Services
Maryland
$12.8K
KFI
653
Key Financial Inc
Pennsylvania
$12.6K +$8.8K +89 +262%
CPG
654
Cornerstone Planning Group
New Jersey
$12.5K +$12.1K +122 New
CFGS
655
Concourse Financial Group Securities
Alabama
$11.3K -$396 -4 -3%
AWM
656
Avior Wealth Management
Nebraska
$11.1K
RA
657
Rise Advisors
New York
$11K
BWM
658
Baystate Wealth Management
Massachusetts
$10.6K
GEA
659
Glen Eagle Advisors
New Jersey
$10.6K
HWM
660
HighMark Wealth Management
Minnesota
$10.2K
BIA
661
Bell Investment Advisors
California
$9.6K -$2.67K -27 -22%
AA
662
Addison Advisors
Vermont
$8.58K
Parallax Volatility Advisers
663
Parallax Volatility Advisers
California
$8.47K +$8.21K +83 New
RFG
664
RFP Financial Group
Georgia
$8.37K
PWMG
665
Prestige Wealth Management Group
New Jersey
$8.17K -$1.38K -14 -15%
MAM
666
Magellan Asset Management
Australia
$8.17K
LF
667
Lee Financial
Texas
$7.96K +$2.77K +28 +56%
SWM
668
Spire Wealth Management
Virginia
$7.76K -$2.67K -27 -26%
JWA
669
JFS Wealth Advisors
Pennsylvania
$7.66K -$1.48K -15 -17%
FMP
670
Financial Management Professionals
Texas
$7K +$396 +4 +6%
GKIM
671
GW&K Investment Management
Massachusetts
$7K +$6.53K +66 +3,300%
PGAM
672
Princeton Global Asset Management
New Jersey
$6.64K
QL
673
Quarry LP
New York
$6.43K -$29.7K -300 -83%
CWC
674
Carolinas Wealth Consulting
North Carolina
$6.4K -$99 -1 -2%
PB
675
Pinnacle Bancorp
Nebraska
$6.33K