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Name Holding Trade Value Shares
Change
Change in
Stake
MNA
401
Manning & Napier Advisors
New York
$928 +$876 +8 New
TPCW
402
TD Private Client Wealth
New York
$920 -$109 -1 -11%
AT
403
Arlington Trust
Alabama
$920
RWS
404
Retirement Wealth Solutions
Wisconsin
$806 +$328 +3 +75%
CT
405
Clearstead Trust
Maine
$806 +$766 +7 New
BFS
406
Bare Financial Services
Pennsylvania
$805 +$109 +1 +17%
SWM
407
SHP Wealth Management
Massachusetts
$805 +$219 +2 +40%
CA
408
Continuum Advisory
Idaho
$805 +$766 +7 New
QWM
409
Quaker Wealth Management
New Jersey
$691 +$328 +3 +100%
NEWAS
410
N.E.W. Advisory Services
Wisconsin
$690
MAM
411
Marquette Asset Management
Minnesota
$576
EF
412
Entrust Financial
Pennsylvania
$576 +$547 +5 New
FC
413
Financial Consulate
Maryland
$576 +$547 +5 New
RWM
414
Rialto Wealth Management
New York
$576 +$547 +5 New
AssetMark Inc
415
AssetMark Inc
California
$575 +$109 +1 +25%
RF
416
Rossby Financial
Florida
$575 +$109 +1 +25%
TFA
417
Transamerica Financial Advisors
Florida
$575 +$219 +2 +67%
CFD
418
Creative Financial Designs
Indiana
$575 +$547 +5 New
APFP
419
Action Point Financial Planning
Michigan
$575 +$657 +6 New
WA
420
Whipplewood Advisors
Colorado
$460
BWL
421
Bogart Wealth LLC
Virginia
$460 +$438 +4 New
CA
422
CoreCap Advisors
Michigan
$460 +$438 +4 New
ACA
423
American Capital Advisory
Idaho
$346 +$328 +3 New
AF
424
Advisornet Financial
Minnesota
$345 +$328 +3 New
AFC
425
Ares Financial Consulting
California
$345 +$328 +3 New