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Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
901
Geneos Wealth Management
Colorado
$14.9K – – –
MSFP
902
Mark Sheptoff Financial Planning
Connecticut
$14.1K – – –
PWMG
903
Prestige Wealth Management Group
New Jersey
$13.8K +$11.7K +100 New
PUI
904
Purpose Unlimited Inc
$13.8K +$15.4K +131 New
OAJ
905
Ogorek Anthony Joseph
New York
$13K +$470 +4 +3%
BLC
906
Brown, Lisle/Cummings
Rhode Island
$12.5K +$9.75K +83 +231%
SIC
907
SJS Investment Consulting
Ohio
$12.5K +$6.58K +56 +89%
WAG
908
Wilkerson Advisory Group
Missouri
$12.2K +$2.94K +25 +27%
SSG
909
Summit Securities Group
New York
$11.6K -$104K -885 -89%
RCM
910
Raleigh Capital Management
North Carolina
$11.6K -$4.7K -40 -27%
RC
911
Rexford Capital
Texas
$11.2K +$12.6K +107 New
CFM
912
Cornerstone Financial Management
Massachusetts
$11.1K +$3.29K +28 +36%
NFSG
913
Newbridge Financial Services Group
Florida
$11.1K +$5.99K +51 +93%
EFMH
914
E Fund Management (HK)
Hong Kong
$10.7K +$12K +102 New
DJSG
915
D.J. St. Germain
Massachusetts
$10.5K -$940 -8 -7%
WB
916
Webster Bank
Connecticut
$10.5K – – –
CTWM
917
Cherry Tree Wealth Management
Minnesota
$10.3K – – –
DWM
918
Dogwood Wealth Management
Kansas
$10.1K +$4.58K +39 +68%
AW
919
Avion Wealth
Texas
$10K +$3.17K +27 +38%
DI
920
DAGCO Inc
Ohio
$9.67K – – –
BHWM
921
Bay Harbor Wealth Management
Maryland
$9.56K +$1.88K +16 +21%
QL
922
Quarry LP
New York
$9.46K -$7.52K -64 -42%
WIM
923
Westside Investment Management
California
$9.21K – – –
Atlantic Union Bankshares
924
Atlantic Union Bankshares
Virginia
$8.94K +$9.98K +85 New
Manning & Napier Advisors
925
Manning & Napier Advisors
New York
$8.87K +$235 +2 +2%