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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1026
Halbert Hargrove Global Advisors
California
$1.93K +$2.12K +11 New
1L
1027
10Elms LLP
Oklahoma
$1.81K – – –
NCM
1028
Northwest Capital Management
Oregon
$1.76K – – –
OW
1029
Olistico Wealth
Oklahoma
$1.76K – – –
RP
1030
Raelipskie Partnership
Ontario, Canada
$1.76K – – –
USB
1031
Union Savings Bank
Connecticut
$1.76K – – –
AWM
1032
Abound Wealth Management
Tennessee
$1.58K – – –
CTA
1033
Colonial Trust Advisors
South Carolina
$1.58K – – –
PWMG
1034
Private Wealth Management Group
New Jersey
$1.41K – – –
PWA
1035
Provenance Wealth Advisors
Florida
$1.41K – – –
DI
1036
DAGCO Inc
Ohio
$1.41K +$1.54K +8 New
AWM
1037
Activest Wealth Management
Florida
$1.36K +$1.35K +7 +700%
WA
1038
Whipplewood Advisors
Colorado
$1.23K +$14.6K +76 +1,086%
VWA
1039
Valued Wealth Advisors
Utah
$1.07K – – –
TCM
1040
TD Capital Management
Tennessee
$888 – – –
UFF
1041
USA Financial Formulas
Michigan
$878 -$797K -4,145 -100%
ACA
1042
Atlas Capital Advisors
Wyoming
$878 – – –
CWC
1043
Carolinas Wealth Consulting
North Carolina
$878 – – –
TSMHT
1044
Thurston Springer Miller Herd & Titak
Indiana
$878 – – –
OCM
1045
Osterweis Capital Management
California
$878 +$961 +5 New
BFS
1046
Bare Financial Services
Pennsylvania
$703 +$769 +4 New
BHWM
1047
Bay Harbor Wealth Management
Maryland
$702 +$769 +4 New
WW
1048
Winnow Wealth
Texas
$648 +$192 +1 +33%
MSWM
1049
Mowery & Schoenfeld Wealth Management
Illinois
$528 – – –
RWM
1050
Rialto Wealth Management
New York
$528 +$577 +3 New