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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
826
Walled Lake Planning & Wealth Management
Illinois
$43K +$42 +1 +0.1%
PFGIA
827
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$8.58K +203 +33%
PWP
828
Principle Wealth Partners
Connecticut
$43K +$34.5K +815 New
PFBT
829
Parkside Financial Bank & Trust
Missouri
$42K -$2.2K -52 -6%
CPA
830
Cowen Prime Advisors
New York
$42K – – –
FWM
831
FSA Wealth Management
Massachusetts
$42K – – –
PK
832
Pflug Koory
Nebraska
$42K – – –
LWM
833
Liberty Wealth Management
California
$42K +$28.3K +669 +515%
MA
834
MCF Advisors
Kentucky
$41K – – –
RDWM
835
Red Door Wealth Management
Tennessee
$40K – – –
GAM
836
Gemmer Asset Management
California
$38K – – –
GWS
837
Glassman Wealth Services
Virginia
$38K +$1.73K +41 +6%
OC
838
Oakworth Capital
Alabama
$37K – – –
CFA
839
Carroll Financial Associates
North Carolina
$37K +$3.97K +94 +15%
FMB
840
Field & Main Bank
Kentucky
$37K +$29.6K +700 New
MWC
841
MBM Wealth Consultants
Missouri
$36K – – –
SIC
842
Salem Investment Counselors
North Carolina
$36K – – –
AIC
843
Archer Investment Corporation
Indiana
$35.7K -$6.34K -150 -18%
CI
844
CX Institutional
Indiana
$35K +$25.1K +593 +791%
AWA
845
Arkadios Wealth Advisors
Georgia
$33.2K +$9.38K +222 +65%
AA
846
Ancora Advisors
Ohio
$33K – – –
WT
847
Washington Trust
Rhode Island
$33K – – –
WPA
848
West Paces Advisors
Georgia
$32.5K – – –
PGAM
849
Princeton Global Asset Management
New Jersey
$32K – – –
FANJ
850
Financial Architects (New Jersey)
New Jersey
$31K – – –