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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
601
MassMutual Private Wealth & Trust
Connecticut
$10.9K – – –
SEP
602
Signature Equity Partners
Ohio
$10.3K – – –
ME
603
McIlrath & Eck
Washington
$9.25K – – –
WT
604
Whittier Trust
California
$9.15K – – –
PWMG
605
Private Wealth Management Group
New Jersey
$8.7K – – –
BFS
606
Bare Financial Services
Pennsylvania
$8.7K +$1.81K +3 +23%
BLC
607
Brown, Lisle/Cummings
Rhode Island
$8.16K +$9.03K +15 New
CT
608
Clearstead Trust
Maine
$7.07K – – –
PWMG
609
Prestige Wealth Management Group
New Jersey
$7.07K – – –
TM
610
Torren Management
California
$7.07K -$151K -250 -95%
SWP
611
Strategic Wealth Partners
Ohio
$7.07K – – –
PWPS
612
Pinnacle Wealth Planning Services
Ohio
$7.07K +$602 +1 +8%
MAM
613
Meeder Asset Management
Ohio
$6.53K -$341K -567 -98%
AIC
614
Archer Investment Corporation
Indiana
$6.53K – – –
TGY2IT
615
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$6.53K +$7.22K +12 New
CA
616
Crewe Advisors
Utah
$5.98K – – –
SL
617
Salomon & Ludwin
Virginia
$5.18K – – –
WA
618
Westfuller Advisors
New York
$4.89K – – –
SIC
619
SJS Investment Consulting
Ohio
$4.89K +$1.2K +2 +29%
SIM
620
Synergy Investment Management
Florida
$4.89K +$5.42K +9 New
BW
621
Bravera Wealth
North Dakota
$4.35K – – –
CT
622
Colonial Trust
South Carolina
$4.35K – – –
AAG
623
Armstrong Advisory Group
Massachusetts
$3.81K – – –
JWM
624
JPL Wealth Management
Colorado
$3.81K +$4.21K +7 New
AWM
625
Activest Wealth Management
Florida
$3.81K -$6.02K -10 -59%