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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Abound Wealth Management
Tennessee
$4.43K +$2.54K +9 +129%
PCTC
1002
Perkins Coie Trust Company
Washington
$4.43K – – –
HNWAG
1003
High Net Worth Advisory Group
Florida
$4.15K – – –
NC
1004
NewSquare Capital
Pennsylvania
$3.6K +$2.54K +9 +225%
TC
1005
Truvestments Capital
Florida
$3.32K – – –
SBL
1006
Sargent Bickham Lagudis
Colorado
$3.05K -$5.65K -20 -65%
CCA
1007
Column Capital Advisors
Indiana
$3.05K – – –
CAL
1008
Capital Advisors Ltd
Ohio
$3K +$46.9K +166 +1,844%
BWM
1009
BerganKDV Wealth Management
Minnesota
$2.77K -$565 -2 -17%
LF
1010
Lee Financial
Texas
$2.77K – – –
MWM
1011
Mascoma Wealth Management
New Hampshire
$2.49K – – –
APC
1012
Aspire Private Capital
North Carolina
$2.21K – – –
FP
1013
Financial Perspectives
Minnesota
$2.21K – – –
TFGT
1014
TS Financial Group (TSFG)
Illinois
$2K – – –
Jones Financial Companies
1015
Jones Financial Companies
Missouri
$2K +$1.7K +6 New
PPC
1016
Park Place Capital
Alabama
$2K +$1.98K +7 New
ARS
1017
Adirondack Retirement Specialists
New York
$1.94K – – –
RTL
1018
Red Tortoise LLC
Georgia
$1.94K +$1.98K +7 New
AAP
1019
Arax Advisory Partners
Colorado
$1.39K – – –
EWM
1020
Evermay Wealth Management
Virginia
$1.39K – – –
LFA
1021
Legend Financial Advisors
Pennsylvania
$1.39K – – –
CTA
1022
Colonial Trust Advisors
South Carolina
$1.39K +$1.41K +5 New
TWD
1023
True Wealth Design
Ohio
$1.11K +$1.13K +4 New
PP
1024
PrairieView Partners
Minnesota
$1K – – –
TFM
1025
TFC Financial Management
Massachusetts
$831 – – –