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Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
976
Newbridge Financial Services Group
Florida
$33K +$11.4K +80 +52%
SWA
977
SOA Wealth Advisors
New York
$32K -$14.6K -102 -31%
CJL
978
Cyrus J. Lawrence
New York
$32K – – –
CWM
979
Curi Wealth Management
North Carolina
$32K +$12.7K +89 +64%
HFS
980
Heritage Financial Services
Massachusetts
$30K +$31.3K +219 New
CWC
981
Carolinas Wealth Consulting
North Carolina
$30K +$1.95M +13,619 +10,476%
JGIA
982
Jackson Grant Investment Advisers
Connecticut
$29K -$9.86K -69 -25%
ME
983
McIlrath & Eck
Washington
$29K – – –
CWM
984
CarsonAllaria Wealth Management
Illinois
$29K +$143 +1 +0.5%
ODG
985
O'Dell Group
Ohio
$27K – – –
Lazard Asset Management
986
Lazard Asset Management
New York
$27K +$286 +2 +1%
ECM
987
Estabrook Capital Management
New York
$26.1K – – –
BCM
988
Blume Capital Management
California
$25K – – –
TIM
989
Tevis Investment Management
Texas
$25K – – –
HI
990
Hudock Inc
Pennsylvania
$23K – – –
SCA
991
Stonebridge Capital Advisors
Minnesota
$23K +$4.57K +32 +24%
TSWM
992
Tyler-Stone Wealth Management
Ohio
$22K -$10.9K -76 -33%
IHWM
993
Iron Horse Wealth Management
Iowa
$22K – – –
MPWT
994
MassMutual Private Wealth & Trust
Connecticut
$21K -$19.1K -134 -47%
MHR
995
Matthew Hamilton Rosenberg
$21K -$9.43K -66 -31%
VCM
996
Versant Capital Management
Arizona
$21K -$571 -4 -3%
SAM
997
Strategic Asset Management
Minnesota
$19K – – –
JWA
998
JFS Wealth Advisors
Pennsylvania
$18K -$857 -6 -4%
PFSC
999
Peoples Financial Services Corp
Pennsylvania
$18K – – –
CWA
1000
Clearview Wealth Advisors
Oregon
$18K +$143 +1 +0.8%