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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1051
WealthPlan Investment Management
Nebraska
$57.9K -$412K -4,113 -88%
BWA
1052
BDO Wealth Advisors
Florida
$57K
GIA
1053
GHP Investment Advisors
Colorado
$56.3K
SIS
1054
Strategic Investment Solutions
Illinois
$56.2K +$55.1K +550 New
AWM
1055
AllSquare Wealth Management
New York
$54.7K
GI
1056
Gradient Investments
Minnesota
$54.2K -$3.71K -37 -7%
WWM
1057
Wolff Wiese Magana
California
$53.1K
TFM
1058
TFC Financial Management
Massachusetts
$52.1K +$50.1K +500 +5,000%
FMII
1059
Farmers & Merchants Investments Inc
Nebraska
$52K +$2.2K +22 +5%
EBA
1060
Eagle Bay Advisors
New York
$51.6K -$5.41K -54 -10%
PPC
1061
Park Place Capital
Alabama
$51.4K -$1.5K -15 -3%
AS
1062
Altshuler Shaham
Israel
$51.1K
BFA
1063
BBJS Financial Advisors
Washington
$51.1K
WSCM
1064
Wellington Shields Capital Management
New York
$48.7K
AIC
1065
Ayalon Insurance Company
Israel
$48K -$891K -8,895 -95%
GWS
1066
Glassman Wealth Services
Virginia
$47.4K -$20.8K -208 -31%
CWC
1067
Carolinas Wealth Consulting
North Carolina
$47.2K -$1.1K -11 -2%
CFGS
1068
Concourse Financial Group Securities
Alabama
$45.1K
PMFA
1069
Plante Moran Financial Advisors
Michigan
$43.7K -$3.51K -35 -8%
CA
1070
Clearstead Advisors
Ohio
$43.5K -$17K -170 -29%
LWCFA
1071
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.3K
RFA
1072
Register Financial Advisors
Georgia
$43.2K
BSB
1073
Bangor Savings Bank
Maine
$42.8K
CWP
1074
Concord Wealth Partners
Virginia
$42.6K -$10.8K -108 -21%
KFI
1075
Key Financial Inc
Pennsylvania
$42.4K -$3K -30 -7%