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Name Holding Trade Value Shares
Change
Change in
Stake
Members Trust
2751
Members Trust
Florida
$466K -$26.8K -168 -5%
SPWM
2752
Straight Path Wealth Management
Michigan
$466K -$159 -1 -0%
BW
2753
BIP Wealth
Georgia
$466K -$730K -4,577 -61%
CCG
2754
Chatham Capital Group
Georgia
$465K – – –
CWM
2755
Cabot Wealth Management
Massachusetts
$464K – – –
LWA
2756
Ledgewood Wealth Advisors
New Hampshire
$464K – – –
CIS
2757
Custom Index Systems
New York
$463K +$143K +899 +44%
WWWM
2758
White Wing Wealth Management
Texas
$463K +$9.41K +59 +2%
FFG
2759
Fortem Financial Group
California
$462K -$63.9K -401 -12%
HFP
2760
Holistic Financial Partners
Indiana
$462K -$56K -351 -11%
TWP
2761
Tower Wealth Partners
Pennsylvania
$460K -$125K -784 -21%
MHWM
2762
Montz Harcus Wealth Management
Louisiana
$460K +$10K +63 +2%
Fiera Capital (Canada)
2763
Fiera Capital (Canada)
Quebec, Canada
$460K -$103K -643 -18%
RMF
2764
Red Mountain Financial
Colorado
$456K +$465K +2,913 New
SFS
2765
Strategic Financial Services
New York
$455K – – –
BIA
2766
Bell Investment Advisors
California
$454K +$6.7K +42 +1%
PWMG
2767
Pinnacle Wealth Management Group
Michigan
$453K – – –
ANB
2768
Amarillo National Bank
Texas
$452K -$890K -5,584 -66%
EG
2769
Ellerson Group
Maryland
$451K -$67.3K -422 -13%
4WM
2770
49 Wealth Management
Texas
$451K +$55.2K +346 +14%
MAG
2771
MRA Advisory Group
New Jersey
$451K +$151K +948 +49%
PWA
2772
Physician Wealth Advisors
Utah
$449K -$6.7K -42 -1%
GC
2773
GFG Capital
Florida
$448K +$31.9K +200 +7%
SFC
2774
SYM Financial Corp
Indiana
$448K +$113K +710 +33%
GWM
2775
Greenwich Wealth Management
Connecticut
$448K -$18.2K -114 -4%