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Name Holding Trade Value Shares
Change
Change in
Stake
AA
501
Ancora Advisors
Ohio
$79.4K +$1.31K +9 +1%
BL
502
BFSG LLC
California
$76.5K
CFP
503
Comprehensive Financial Planning
Pennsylvania
$76.5K
AUB
504
Atlantic Union Bankshares
Virginia
$76K
MA
505
MCF Advisors
Kentucky
$74.8K +$1.89K +13 +2%
RA
506
Ransom Advisory
Rhode Island
$73.2K
SWM
507
SHP Wealth Management
Massachusetts
$68.9K +$91.6K +630 New
SIS
508
Strategic Investment Solutions
Illinois
$68.5K +$49.9K +343 +121%
RhumbLine Advisers
509
RhumbLine Advisers
Massachusetts
$60.4K +$2.33K +16 +3%
SAG
510
SageView Advisory Group
California
$58.2K +$77.3K +532 New
GWM
511
Greenline Wealth Management
Florida
$56K +$74.4K +512 New
SWA
512
SOA Wealth Advisors
New York
$55.2K
PW
513
Pandora Wealth
Illinois
$54.7K
ISWM
514
Intesa Sanpaolo Wealth Management
$52.5K +$69.8K +480 New
PMFA
515
Plante Moran Financial Advisors
Michigan
$50.1K
FDW
516
Fourth Dimension Wealth
Ohio
$43.7K
LWCFA
517
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.1K +$54.5K +375 New
AAP
518
Arax Advisory Partners
Colorado
$41.8K +$6.4K +44 +13%
SEP
519
Signature Equity Partners
Ohio
$40.1K +$53.4K +367 New
MI
520
Motiv8 Investments
Florida
$38K +$50.3K +346 New
AAG
521
Armstrong Advisory Group
Massachusetts
$37.1K
FC
522
Financial Consulate
Maryland
$35K
GWSG
523
GPS Wealth Strategies Group
Colorado
$33.9K -$1.2M -8,272 -96%
WOSD
524
WFA of San Diego
California
$32.8K
NL
525
Navalign LLC
California
$32.8K +$43.6K +300 New