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Name Holding Trade Value Shares
Change
Change in
Stake
NS
1001
NBC Securities
Alabama
$51K +$12.7K +344 +28%
TWM
1002
TopTier Wealth Management
Wisconsin
$50.2K +$58K +1,568 New
MO
1003
McMillan Office
Michigan
$49.6K +$46.2K +1,250 +417%
WSFG
1004
Wall Street Financial Group
Illinois
$49K +$56.6K +1,531 New
ST
1005
Smithfield Trust
Pennsylvania
$49K
AWM
1006
Abound Wealth Management
Tennessee
$49K -$4.21K -114 -7%
GWSA
1007
Global Wealth Strategies & Associates
Colorado
$48.3K -$6.66K -180 -11%
CWM
1008
Consultiva Wealth Management
Puerto Rico
$48K
AGWCA
1009
Annis Gardner Whiting Capital Advisors
Florida
$47.6K -$38.3K -1,037 -41%
CM
1010
Capula Management
Cayman Islands
$47K +$54.3K +1,468 New
RS
1011
Rakuten Securities
Japan
$46.9K -$42K -1,135 -44%
TWIM
1012
TIAA Wealth Investment Management
New York
$41K +$47.5K +1,284 New
EWM
1013
Evermay Wealth Management
Virginia
$41K -$95.4K -2,579 -67%
GBT
1014
Grove Bank & Trust
Florida
$40.9K +$4.73K +128 +11%
SR
1015
Swiss Re
Switzerland
$40.3K
MMG
1016
Monetary Management Group
Missouri
$40K
FFA
1017
Frazier Financial Advisors
Ohio
$37.9K +$7.39K +200 +20%
FHC
1018
First Horizon Corporation
Tennessee
$37.5K +$1.85K +50 +4%
TFA
1019
Transamerica Financial Advisors
Florida
$37.4K +$5.44K +147 +14%
HBW
1020
Hazlett, Burt & Watson
West Virginia
$37K -$13.1K -353 -23%
WSCM
1021
Wellington Shields Capital Management
New York
$36.8K
GKIM
1022
GW&K Investment Management
Massachusetts
$36K +$2.51K +68 +7%
KFI
1023
Key Financial Inc
Pennsylvania
$35.2K -$185 -5 -0.5%
SMBT
1024
Southern Michigan Bank & Trust
Michigan
$35.2K +$40.7K +1,100 New
AIC
1025
Archer Investment Corporation
Indiana
$35K -$257K -6,946 -86%