Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
676
Prestige Wealth Management Group
New Jersey
$4.67K – – –
JWM
677
JPL Wealth Management
Colorado
$4.33K +$2.66K +8 +160%
NSIM
678
North Star Investment Management
Illinois
$4.33K -$996 -3 -19%
DPW
679
DiNuzzo Private Wealth
Pennsylvania
$4.33K – – –
RWM
680
Raffa Wealth Management
District of Columbia
$4.33K +$996 +3 +30%
BFS
681
Bare Financial Services
Pennsylvania
$4K +$996 +3 +33%
TFA
682
Transamerica Financial Advisors
Florida
$3.67K +$332 +1 +10%
AF
683
Advisornet Financial
Minnesota
$3.33K -$332 -1 -9%
HIA
684
HFM Investment Advisors
New Jersey
$3.33K +$1.99K +6 +150%
OAJ
685
Ogorek Anthony Joseph
New York
$3K – – –
EI
686
EFG International
$3K – – –
PTC
687
Private Trust Company
Ohio
$3K +$1.99K +6 +200%
HPC
688
HM Payson & Co
Maine
$2.67K – – –
TCM
689
Triumph Capital Management
Colorado
$2.67K – – –
HFS
690
Hughes Financial Services
Virginia
$2.67K +$2.33K +7 +700%
OAG
691
Oakmont Advisory Group
New Mexico
$2.33K +$2.33K +7 New
LI
692
LRI Investments
Florida
$2K +$1.99K +6 New
MAM
693
Marquette Asset Management
Minnesota
$2K +$1.99K +6 New
WTA
694
Washington Trust Advisors
Massachusetts
$2K +$1.99K +6 New
SWM
695
SHP Wealth Management
Massachusetts
$1.89K +$332 +1 +20%
DF
696
Dunhill Financial
United Kingdom
$1.83K – – –
BF
697
Brooklyn FI
New York
$1.79K +$1.66K +5 New
WWM
698
Wolff Wiese Magana
California
$1.67K – – –
1CP
699
1015 Capital Partners
Pennsylvania
$1.67K – – –
PS
700
Planning Strategies
Pennsylvania
$1.67K +$1.66K +5 New