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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
201
Atria Wealth Solutions
New York
$39.5K
EIM
202
Essex Investment Management
Massachusetts
$39.4K
GRP
203
Global Retirement Partners
California
$36.1K +$10.9K +2,935 +48%
FDCC
204
Foster Dykema Cabot & Co
Massachusetts
$30K +$28.2K +7,584 New
PP
205
Pacifica Partners
Canada
$26.5K +$3.72K +1,000 +19%
S
206
SignatureFD
Georgia
$25.2K +$13.9K +3,738 +140%
TFGT
207
TS Financial Group (TSFG)
Illinois
$24K
BTI
208
Blue Trust Inc
Georgia
$23K +$23.8K +6,409 New
ASN
209
Advisory Services Network
Georgia
$13.5K +$1.58K +424 +14%
AF
210
Advisornet Financial
Minnesota
$13.4K
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$10.5K +$1.31K +353 +15%
AAS
212
Ameritas Advisory Services
Nebraska
$8.6K +$7.75K +2,083 New
AWM
213
Abound Wealth Management
Tennessee
$8.07K +$82 +22 +1%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.15K +309 +23%
BCMLT
215
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.71K -$1.14K -306 -20%
IWP
216
IAG Wealth Partners
Wisconsin
$3.94K
MFC
217
Mechanics Financial Corp
Ohio
$3.94K
OC
218
Oakworth Capital
Alabama
$3.94K
BAM
219
Belpointe Asset Management
Nevada
$2.75K
NC
220
NewSquare Capital
Pennsylvania
$1.97K
BIA
221
Bell Investment Advisors
California
$682 -$636 -171 -50%
WWP
222
WR Wealth Planners
Missouri
$591 +$558 +150 New
EARNEST Partners
223
EARNEST Partners
Georgia
$390
JWA
224
JFS Wealth Advisors
Pennsylvania
$359 +$7 +2 +2%
SC
225
Schubert & Co
Texas
$304 +$48 +13 +20%