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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
551
Armstrong Advisory Group
Massachusetts
$24K +$23.6K +250 +625%
PWA
552
Physician Wealth Advisors
Utah
$22.5K
SWP
553
Strategic Wealth Partners
Ohio
$21.3K +$21.7K +230 +852%
SAM
554
Smartleaf Asset Management
Massachusetts
$21.3K -$22.4K -237 -45%
CPG
555
Cornerstone Planning Group
New Jersey
$21K +$30.9K +327 +16,350%
EC
556
Elequin Capital
New York
$20.1K -$23.6K -250 -51%
WT
557
Whittier Trust
California
$19K
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$17.7K -$89.4K -947 -82%
CIM
559
Contravisory Investment Management
Massachusetts
$16.7K
BCM
560
Berbice Capital Management
New York
$16.6K
PAM
561
Parvin Asset Management
South Dakota
$16.6K
WFA
562
West Financial Advisors
Iowa
$16.6K
FLP
563
Financial Life Planners
Arizona
$16.6K +$18.9K +200 New
SGFG
564
Silver Grove Financial Group
New York
$16.6K +$18.9K +200 New
DWM
565
Dogwood Wealth Management
Kansas
$16.4K +$12.3K +130 +191%
SG
566
Sankala Group
Colorado
$15.9K
QC
567
Quent Capital
New York
$15.7K +$3.3K +35 +23%
BTI
568
Blue Trust Inc
Georgia
$15.1K
FFG
569
Forum Finance Group
$15K +$18.9K +200 New
PFO
570
Pioneer Family Office
Florida
$14.9K
AF
571
Advisornet Financial
Minnesota
$13.7K +$6.13K +65 +65%
PP
572
PFS Partners
New Jersey
$13.3K
VWM
573
Vermillion Wealth Management
Minnesota
$13.3K +$1.32K +14 +10%
IA
574
IFG Advisory
Georgia
$13.3K +$15.1K +160 New
TAR
575
Trask Adam Roland
$13.3K +$15.1K +160 New