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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
2651
Moisand Fitzgerald Tamayo
Florida
$48K +$393 +7 +0.8%
SGAM
2652
Smith Group Asset Management
Texas
$47K
RG
2653
Retirement Group
California
$44K +$1.85K +33 +5%
IWP
2654
IAG Wealth Partners
Wisconsin
$44K +$3.7K +66 +9%
RTL
2655
Red Tortoise LLC
Georgia
$43K +$60.4K +1,077 New
RCC
2656
Red Cedar Capital
Nebraska
$42K
ODG
2657
O'Dell Group
Ohio
$40K +$41K +731 New
Cohen & Steers
2658
Cohen & Steers
New York
$39K -$16.4K -292 -29%
SCA
2659
Stuart Chaussee & Associates
California
$39K
AWMS
2660
Advocacy Wealth Management Services
Georgia
$39K +$9.43K +168 +30%
AIM
2661
Arcadia Investment Management
Michigan
$38K
AWM
2662
Activest Wealth Management
Florida
$37K +$16.5K +294 +78%
SWM
2663
Selective Wealth Management
Virginia
$36K +$26.7K +475 +245%
WIA
2664
Wealthstreet Investment Advisors
Texas
$34K -$132K -2,350 -79%
CWM
2665
Cranbrook Wealth Management
Michigan
$34K +$10.4K +185 +42%
HI
2666
Hoey Investments
Pennsylvania
$32K
BMD
2667
Better Money Decisions
New Mexico
$32K +$112 +2 +0.3%
MUMSS
2668
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K +$12.9K +230 +64%
AWM
2669
AllSquare Wealth Management
New York
$31K
SFA
2670
Semmax Financial Advisors
North Carolina
$30K
TC
2671
Tacita Capital
Ontario, Canada
$29K
EWA
2672
Evolution Wealth Advisors
Florida
$28K +$17.1K +305 +144%
MAM
2673
McCarthy Asset Management
California
$27K
WAS
2674
Winch Advisory Services
Wisconsin
$23K +$56 +1 +0.2%
SAM
2675
Strategic Asset Management
Minnesota
$23K +$22.9K +409 New