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Name Holding Trade Value Shares
Change
Change in
Stake
NC
1026
NewSquare Capital
Pennsylvania
$14.5K +$7.31K +224 +109%
B
1027
Birchbrook
Maine
$14.5K – – –
CAL
1028
Capital Advisors Ltd
Ohio
$14K – – –
CMP
1029
Coston McIsaac & Partners
Maine
$14K +$1.63K +50 +13%
CWC
1030
Carolinas Wealth Consulting
North Carolina
$13.8K -$21.2K -648 -61%
WBWA
1031
William B. Walkup & Associates
South Carolina
$13.8K – – –
MLA
1032
MB, Levis & Associates
Pennsylvania
$13.5K – – –
PHK
1033
Point72 Hong Kong
Hong Kong
$13.5K +$13.1K +400 New
NWM
1034
Nova Wealth Management
Florida
$13.4K – – –
M
1035
MOTCO
Texas
$13.2K – – –
C
1036
Covestor
United Kingdom
$13K -$3.98K -122 -24%
KWM
1037
Kiker Wealth Management
Georgia
$12.3K +$11.8K +363 New
CFG
1038
CKW Financial Group
Hawaii
$12K – – –
T
1039
Tidemark
California
$11.7K +$163 +5 +1%
IHWM
1040
Iron Horse Wealth Management
Iowa
$11.4K -$228 -7 -2%
KTC
1041
Kentucky Trust Company
Kentucky
$11.2K – – –
PMFA
1042
Plante Moran Financial Advisors
Michigan
$11.1K -$3.88K -119 -27%
BC
1043
Bayforest Capital
United Kingdom
$10.8K +$6.95K +213 +197%
PWA
1044
Provenance Wealth Advisors
Florida
$10.5K – – –
T
1045
Transce3nd
Texas
$10.3K -$137K -4,194 -93%
HWA
1046
HHM Wealth Advisors
Tennessee
$10.3K – – –
CFS
1047
CGC Financial Services
Oregon
$10K – – –
CNBTD
1048
Citizens National Bank Trust Department
Mississippi
$9.97K – – –
FAM
1049
Flaharty Asset Management
Florida
$9.87K +$9.53K +292 New
GEA
1050
Glen Eagle Advisors
New Jersey
$9.32K +$1.63K +50 +22%