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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
851
PFG Private Wealth Management
Florida
$96K +$93.5K +868 New
CWA
852
Clearview Wealth Advisors
Oregon
$91K -$431 -4 -0.5%
PHK
853
Point72 Hong Kong
Hong Kong
$86K +$83.2K +772 New
CA
854
Centerpoint Advisors
Massachusetts
$82K -$8.62K -80 -10%
TFM
855
TFC Financial Management
Massachusetts
$79K – – –
C
856
Covestor
United Kingdom
$79K +$76.3K +708 New
CI
857
Carroll Investors
South Carolina
$77K +$75.8K +704 New
OF
858
Outfitter Financial
Maine
$75K +$73.3K +680 New
AWA
859
Aquire Wealth Advisors
Utah
$74K +$71.5K +664 New
SCA
860
Sandy Cove Advisors
Massachusetts
$73K +$71.1K +660 New
HIA
861
Harbor Investment Advisory
Maryland
$72K +$11.2K +104 +19%
SOW
862
State of Wyoming
Wyoming
$71K +$431 +4 +0.6%
PFBT
863
Parkside Financial Bank & Trust
Missouri
$70K -$431 -4 -0.6%
PFGIA
864
Patriot Financial Group Insurance Agency
Massachusetts
$69K – – –
APF
865
Alaska Permanent Fund
Alaska
$68K +$75K +696 New
BCMIO
866
Beacon Capital Management Inc (Ohio)
Ohio
$66K – – –
EW
867
Evoke Wealth
California
$66K – – –
EWA
868
EverSource Wealth Advisors
Alabama
$65K +$63.4K +588 New
RPCONE
869
Retirement Planning Company of New England
Rhode Island
$62K +$61.2K +568 New
FHA
870
First Horizon Advisors
Tennessee
$61K +$862 +8 +1%
SIC
871
Salem Investment Counselors
North Carolina
$60K +$54.3K +504 +1,260%
Bank Julius Baer & Co
872
Bank Julius Baer & Co
Switzerland
$56K +$54.3K +504 New
GWS
873
Glassman Wealth Services
Virginia
$51K +$5.17K +48 +12%
CWP
874
Concord Wealth Partners
Virginia
$49K +$10.8K +100 +29%
ODG
875
O'Dell Group
Ohio
$45K +$36.2K +336 +467%