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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1001
Concord Wealth Partners
Virginia
$158K +$149K +758 New
RWA
1002
Ropes Wealth Advisors
Massachusetts
$153K +$1.57K +8 +1%
EW
1003
Evoke Wealth
California
$152K -$47.5K -242 -25%
AF
1004
Advisornet Financial
Minnesota
$152K -$7.84K -40 -5%
PA
1005
Parallel Advisors
California
$151K -$36.5K -186 -20%
BWM
1006
Baystate Wealth Management
Massachusetts
$150K -$8.24K -42 -6%
AA
1007
Ancora Advisors
Ohio
$148K -$3.92K -20 -3%
CA
1008
Clearstead Advisors
Ohio
$148K – – –
HI
1009
Hudock Inc
Pennsylvania
$147K -$13.1K -67 -9%
SWA
1010
SOA Wealth Advisors
New York
$146K +$136K +693 New
JWA
1011
JFS Wealth Advisors
Pennsylvania
$144K +$22.6K +115 +20%
CFG
1012
CKW Financial Group
Hawaii
$143K -$24.5K -125 -15%
RMC
1013
Resources Management Corp
Connecticut
$143K -$17.1K -87 -11%
VCM
1014
Vigilant Capital Management
Maine
$143K +$95.3K +486 +241%
CFD
1015
Creative Financial Designs
Indiana
$142K -$5.88K -30 -4%
ADL
1016
Asset Dedication LLC
California
$139K -$18K -92 -12%
AA
1017
AlphaCentric Advisors
Puerto Rico
$139K +$131K +669 New
SQA
1018
Simon Quick Advisors
New Jersey
$138K +$74.9K +382 +136%
VNA
1019
Valley National Advisers
Pennsylvania
$137K – – –
CFA
1020
Carroll Financial Associates
North Carolina
$134K +$2.16K +11 +2%
FMP
1021
Financial Management Professionals
Texas
$133K – – –
ACA
1022
Atlas Capital Advisors
Wyoming
$131K +$124K +631 New
VCG
1023
Vantage Consulting Group
Virginia
$128K +$120K +613 New
GWS
1024
Glassman Wealth Services
Virginia
$127K +$7.06K +36 +6%
CI
1025
CX Institutional
Indiana
$125K +$60K +306 +105%