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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1701
Endurance Wealth Management
Rhode Island
$628K -$10.4K -128 -2%
FWM
1702
Foresight Wealth Management
Utah
$627K +$234K +2,894 +64%
FPTW
1703
Franklin, Parlapiano, Turner & Welch
Texas
$624K -$16K -198 -3%
FC
1704
Forte Capital
New York
$621K +$10K +124 +2%
AWM
1705
Aberdeen Wealth Management
Illinois
$621K +$33.6K +415 +6%
KPW
1706
Kore Private Wealth
New York
$619K +$39.5K +488 +7%
SWA
1707
SOA Wealth Advisors
New York
$617K +$540K +6,674 New
SFG
1708
Summit Financial Group
West Virginia
$612K -$8.1K -100 -1%
SAM
1709
Seelaus Asset Management
New Jersey
$611K
VCM
1710
Vision Capital Management
Oregon
$611K +$3.24K +40 +0.6%
OPPTF
1711
OPSEU Pension Plan Trust Fund
Ontario, Canada
$611K +$7.69K +95 +1%
DJSG
1712
D.J. St. Germain
Massachusetts
$607K -$127K -1,570 -18%
DE
1713
Day & Ennis
Georgia
$607K -$324 -4 -0.1%
TF
1714
TLWM Financial
Texas
$607K +$204K +2,521 +54%
VA
1715
Valmark Advisers
Ohio
$607K +$205K +2,533 +54%
OFA
1716
Oak Family Advisors
Illinois
$607K +$582K +7,183 New
CAM
1717
CenterStar Asset Management
Illinois
$606K
XWM
1718
Xcel Wealth Management
Florida
$605K -$190K -2,350 -25%
AA
1719
AF Advisors
California
$605K
Members Trust
1720
Members Trust
Florida
$605K +$34.4K +425 +6%
SMF
1721
Sterling Manor Financial
New York
$604K +$579K +7,153 New
ACM
1722
AlphaStar Capital Management
North Carolina
$603K +$530K +6,547 New
MPPW
1723
Mitchell & Pahl Private Wealth
Oklahoma
$602K +$577K +7,128 New
GTAM
1724
Global Trust Asset Management
Florida
$600K -$144K -1,784 -20%
HCP
1725
Hexagon Capital Partners
Arkansas
$600K +$3.48K +43 +0.6%