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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
776
Focused Wealth Management
New York
$76K
LF
777
Lee Financial
Texas
$76K
POIA
778
Pin Oak Investment Advisors
Texas
$73K
FRA
779
Front Row Advisors
California
$72K
SIAS
780
Shine Investment Advisory Services
Colorado
$72K
MF
781
Manchester Financial
California
$72K +$69.1K +425 New
LWM
782
Lenox Wealth Management
Ohio
$68K -$4.22K -26 -6%
IA
783
IFP Advisors
Florida
$68K -$1.95K -12 -3%
CIM
784
Contravisory Investment Management
Massachusetts
$68K +$2.6K +16 +4%
FCM
785
Firestone Capital Management
Florida
$67K +$65K +400 New
TPWA
786
TRUE Private Wealth Advisors
Oregon
$64K +$62.1K +382 New
FEG
787
Financial Enhancement Group
Indiana
$61K -$1.63K -10 -3%
SFFS
788
Stonehage Fleming Financial Services
Jersey
$60K
QAM
789
QCI Asset Management
New York
$59K
AA
790
Advisory Alpha
Michigan
$56.6K +$38.5K +237 +237%
NFG
791
Next Financial Group
Texas
$56K -$7.15K -44 -12%
BFC
792
Bedel Financial Consulting
Indiana
$55K
FBT
793
First Bank & Trust
South Dakota
$55K
PFO
794
Pathstone Family Office
New Jersey
$54.1K
WHG
795
Westwood Holdings Group
Texas
$54K +$51.8K +319 New
OPS
796
Orion Portfolio Solutions
Nebraska
$54K +$52.5K +323 New
PWMG
797
Prestige Wealth Management Group
New Jersey
$53K
SQA
798
Simon Quick Advisors
New Jersey
$53K +$34.6K +213 +213%
CTB
799
Country Trust Bank
Illinois
$51K -$6.34K -39 -12%
BWP
800
Baldwin Wealth Partners
Massachusetts
$51K