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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1076
Addison Advisors
Vermont
$28K +$25.9K +185 New
Loomis, Sayles & Company
1077
Loomis, Sayles & Company
Massachusetts
$27K -$2.1K -15 -8%
AWMS
1078
Advocacy Wealth Management Services
Georgia
$27K
AP
1079
Arlington Partners
Alabama
$27K +$24.5K +175 New
DWP
1080
Destiny Wealth Partners
Florida
$26K +$24K +171 New
LF
1081
Lee Financial
Texas
$25K
CTFG
1082
Capstone Triton Financial Group
Oklahoma
$25K +$22.7K +162 New
LWM
1083
Liberty Wealth Management
California
$24K -$3.79K -27 -14%
TPWA
1084
TRUE Private Wealth Advisors
Oregon
$24K -$1.68K -12 -7%
PMFA
1085
Plante Moran Financial Advisors
Michigan
$24K -$140 -1 -0.6%
AWA
1086
Arkadios Wealth Advisors
Georgia
$24K +$4.77K +34 +27%
FC
1087
FORA Capital
Florida
$23K -$839K -5,985 -98%
FWM
1088
Filbrandt Wealth Management
Wisconsin
$23K
EI
1089
Ellevest Inc
New York
$22K -$11.2K -80 -36%
SL
1090
Savior LLC
Massachusetts
$22K
M
1091
MOTCO
Texas
$21K +$15.3K +109 +404%
AP
1092
Atwood & Palmer
Missouri
$20K
TFS
1093
TrustCore Financial Services
Tennessee
$20K
BWA
1094
Burt Wealth Advisors
Maryland
$19K -$9.81K -70 -36%
TFO
1095
Tarbox Family Office
California
$19K +$9.39K +67 +122%
AW
1096
Avion Wealth
Texas
$18K
SWM
1097
Sugarloaf Wealth Management
Georgia
$17K -$4.63K -33 -23%
CCM
1098
Copeland Capital Management
Pennsylvania
$17K
RIM
1099
Rockbridge Investment Management
New York
$17K
VIMU
1100
Veritas Investment Management (UK)
United Kingdom
$17K