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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
951
Global Wealth Management Investment Advisory
Florida
$18K -$9.44K -59 -35%
TC
952
Trust Company
Kansas
$18K +$11.5K +72 +176%
EW
953
Evoke Wealth
California
$16.1K +$15.8K +99 New
APC
954
Aspire Private Capital
North Carolina
$16K
EWM
955
Endurance Wealth Management
Rhode Island
$16K
SMG
956
Spectrum Management Group
Indiana
$16K
WPA
957
West Paces Advisors
Georgia
$15.6K
TL
958
TrueWealth LLC
Georgia
$15K
NIM
959
NuWave Investment Management
New Jersey
$14K -$62.9K -393 -81%
RA
960
Rational Advisors
New York
$14K -$20.5K -128 -60%
RFA
961
Reilly Financial Advisors
California
$14K +$5.44K +34 +62%
CFG
962
Citizens Financial Group
Rhode Island
$13K
FGAM
963
Financial Gravity Asset Management
Texas
$13K +$800 +5 +6%
WAM
964
Wolverine Asset Management
Illinois
$13K +$13K +81 New
WAS
965
Winch Advisory Services
Wisconsin
$12K
AIS
966
Accurate Investment Solutions
Pennsylvania
$11K +$160 +1 +1%
SWP
967
Strategic Wealth Partners
Ohio
$8.39K -$1.13M -7,035 -81%
HIM
968
Hillsdale Investment Management
Ontario, Canada
$8K -$512K -3,200 -98%
APSP
969
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K
TIM
970
Tortoise Investment Management
New York
$8K +$8K +50 New
CCM
971
Copeland Capital Management
Pennsylvania
$7K
GSWM
972
Golden State Wealth Management
California
$7K
OC
973
Oakworth Capital
Alabama
$7K
Capstone Investment Advisors
974
Capstone Investment Advisors
New York
$7K +$1.44K +9 +26%
HR
975
Howe & Rusling
New York
$6K