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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
551
Concord Wealth Partners
Virginia
$19.9K
FRA
552
Front Row Advisors
California
$19.7K
WA
553
WPG Advisers
Maryland
$19K +$21.7K +154 New
CPG
554
Cornerstone Planning Group
New Jersey
$18.2K
CTB
555
Country Trust Bank
Illinois
$18.1K
RIL
556
Rothschild Investment LLC
Illinois
$16.9K
MWA
557
Medallion Wealth Advisors
Connecticut
$16.7K +$19K +135 New
LIS
558
Legacy Investment Solutions
Idaho
$16.3K
LWMI
559
Legacy Wealth Management (Idaho)
Idaho
$16.3K
SA
560
SRH Advisors
Kansas
$16.2K
WT
561
Washington Trust
Rhode Island
$16K
CI Investments Inc
562
CI Investments Inc
Ontario, Canada
$16K -$641K -4,545 -97%
SSG
563
Summit Securities Group
New York
$15.3K +$17.5K +124 New
JAM
564
JCIC Asset Management
Ontario, Canada
$14.3K
DWM
565
Dogwood Wealth Management
Kansas
$12.5K -$14.1K -100 -50%
TFM
566
TFC Financial Management
Massachusetts
$12.5K +$11.6K +82 +432%
BMC
567
Bear Mountain Capital
Washington
$12.4K
ATC
568
Adirondack Trust Company
New York
$12.3K
CFS
569
CGC Financial Services
Oregon
$12.3K
SC
570
Swan Capital
Florida
$12.3K
ACM
571
Accent Capital Management
Ohio
$12.3K +$14.1K +100 New
MEG
572
Millstone Evans Group
Colorado
$12.3K +$14.1K +100 New
VWM
573
Vermillion Wealth Management
Minnesota
$12.3K +$14.1K +100 New
GCS
574
Gordian Capital (Singapore)
Singapore
$12.2K -$169K -1,200 -93%
Bessemer Group
575
Bessemer Group
New Jersey
$12K