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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
601
Strategic Investment Solutions
Illinois
$94.9K – – –
SWM
602
SHP Wealth Management
Massachusetts
$93.9K -$1.09K -9 -1%
RhumbLine Advisers
603
RhumbLine Advisers
Massachusetts
$85.2K +$1.21K +10 +2%
GSEP
604
Golden State Equity Partners
California
$80.8K +$64.8K +534 New
SWA
605
SOA Wealth Advisors
New York
$76.4K – – –
SAM
606
Smartleaf Asset Management
Massachusetts
$71.4K +$63K +519 +25,950%
SIS
607
Sound Income Strategies
Florida
$71.2K +$53.6K +442 +2,600%
PMFA
608
Plante Moran Financial Advisors
Michigan
$69.3K – – –
AWM
609
Activest Wealth Management
Florida
$66.6K +$35.7K +294 +201%
GAA
610
Global Assets Advisory
Florida
$60.5K +$48.5K +400 New
CB
611
CNB Bank
Pennsylvania
$56.9K +$45.6K +376 New
SCM
612
Sterling Capital Management
North Carolina
$56.7K +$42.5K +350 +1,400%
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55.8K – – –
GI
614
GAMMA Investing
California
$51.7K +$26.9K +222 +185%
AAG
615
Armstrong Advisory Group
Massachusetts
$51.3K – – –
FFG
616
Forum Finance Group
$49K +$52.2K +430 New
FC
617
Financial Consulate
Maryland
$48.4K – – –
NS
618
NBC Securities
Alabama
$48.4K +$14.6K +120 +60%
TFM
619
TFC Financial Management
Massachusetts
$47.8K +$38.3K +316 New
WOSD
620
WFA of San Diego
California
$45.4K – – –
BC
621
Barrett & Company
Rhode Island
$45.4K +$36.4K +300 New
TFGT
622
TS Financial Group (TSFG)
Illinois
$43K -$58.9K -485 -63%
WWM
623
Wolff Wiese Magana
California
$43K +$34.5K +284 New
MCA
624
McGuire Capital Advisors
Oklahoma
$40.8K -$364 -3 -1%
CCWM
625
Cassaday & Co Wealth Management
Virginia
$39.8K +$31.9K +263 New