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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
926
Center for Financial Planning
Michigan
$6.8K – – –
CG
927
Curat Global
New Hampshire
$6.48K – – –
BAM
928
Byrne Asset Management
New Jersey
$6.42K +$5.35K +100 New
SHIM
929
Stone House Investment Management
Pennsylvania
$5.91K +$909 +17 +23%
BHWM
930
Bay Harbor Wealth Management
Maryland
$5.91K +$4.06K +76 +475%
TWIM
931
TIAA Wealth Investment Management
New York
$5.78K +$4.81K +90 New
PWMG
932
Prestige Wealth Management Group
New Jersey
$5.65K +$1.71K +32 +57%
TSMHT
933
Thurston Springer Miller Herd & Titak
Indiana
$5.65K – – –
GSWM
934
Golden State Wealth Management
California
$5.39K – – –
PWA
935
Principia Wealth Advisory
Texas
$5.2K +$481 +9 +13%
BIA
936
Bell Investment Advisors
California
$4.94K -$267 -5 -6%
RWM
937
Raffa Wealth Management
District of Columbia
$4.94K +$374 +7 +10%
AA
938
Addison Advisors
Vermont
$4.75K -$24.9K -465 -86%
NB
939
NBT Bank
New York
$4.69K – – –
SIM
940
Synergy Investment Management
Florida
$4.37K -$855 -16 -19%
HFS
941
Hughes Financial Services
Virginia
$4.3K +$2.03K +38 +131%
RS
942
Rakuten Securities
Japan
$3.98K -$1.5K -28 -31%
CA
943
Continuum Advisory
Idaho
$3.98K +$3.31K +62 New
CCMI
944
Creative Capital Management Investments
California
$3.98K +$3.31K +62 New
DWM
945
Dogwood Wealth Management
Kansas
$3.92K +$3.26K +61 New
FCAS
946
First Command Advisory Services
Texas
$3.85K – – –
Q1WB
947
Quest 10 Wealth Builders
Virginia
$3.72K -$1.28K -24 -29%
BW
948
Bravera Wealth
North Dakota
$3.72K – – –
PS
949
Planning Strategies
Pennsylvania
$3.72K +$3.1K +58 New
CWP
950
Clark Wealth Partners
Illinois
$3.66K – – –