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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Sugarloaf Wealth Management
Georgia
$11.5K
WRM
652
Weybosset Research & Management
Rhode Island
$11.3K +$189K +2,349 +2%
KFS
653
Kelly Financial Services
Massachusetts
$11.1K +$564 +7 +5%
CPG
654
Cornerstone Planning Group
New Jersey
$11K -$887 -11 -7%
MCM
655
Manchester Capital Management
Vermont
$10.9K +$10.2K +127 +1,270%
CP
656
Castleview Partners
Texas
$10.8K
HWP
657
Highline Wealth Partners
California
$10.8K
AFS
658
Annapolis Financial Services
Maryland
$9.96K
RIL
659
Rothschild Investment LLC
Illinois
$9.24K +$7.26K +90 +346%
CFGS
660
Concourse Financial Group Securities
Alabama
$8.36K -$726 -9 -8%
RFA
661
Register Financial Advisors
Georgia
$8.36K +$8.47K +105 New
MSFP
662
Mark Sheptoff Financial Planning
Connecticut
$7.96K -$16.1K -200 -67%
TF
663
Tompkins Financial
New York
$7.96K -$8.06K -100 -50%
HWM
664
HighMark Wealth Management
Minnesota
$7.96K
CCM
665
Chilton Capital Management
Texas
$7.96K +$8.06K +100 New
KFI
666
Key Financial Inc
Pennsylvania
$7.88K
SWM
667
Spire Wealth Management
Virginia
$7.81K +$645 +8 +9%
TWC
668
TD Waterhouse Canada
Ontario, Canada
$6.79K -$9.27K -115 -57%
AA
669
Addison Advisors
Vermont
$6.69K
AF
670
Advisornet Financial
Minnesota
$6.57K -$242 -3 -3%
MAM
671
Magellan Asset Management
Australia
$6.37K
BIM
672
Breakwater Investment Management
Washington
$5.97K +$6.05K +75 New
PGAM
673
Princeton Global Asset Management
New Jersey
$5.18K -$1.37K -17 -21%
OA
674
Operose Advisors
Wisconsin
$5.1K
AIM
675
Anchor Investment Management
South Carolina
$5.1K +$5.16K +64 New