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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
951
AllSquare Wealth Management
New York
$13.9K
FFL
952
Financial Freedom LLC
Ohio
$13.7K +$64 +1 +0.5%
ATC
953
Adirondack Trust Company
New York
$12.8K
HFM
954
Hartford Financial Management
Connecticut
$12.8K -$1.59K -25 -11%
NC
955
NewSquare Capital
Pennsylvania
$12.6K +$2.35K +37 +22%
CWM
956
Crowley Wealth Management
Delaware
$12.4K +$12.7K +200 New
SNB
957
Security National Bank
Nebraska
$12.4K +$12.7K +200 New
FRA
958
Front Row Advisors
California
$12.1K
PC
959
Promus Capital
Illinois
$11.6K +$11.9K +188 New
CW
960
Curio Wealth
Maryland
$11.2K +$11.4K +180 New
WB
961
Webster Bank
Connecticut
$11.1K
WCM
962
WealthTrak Capital Management
Virginia
$11K +$11.3K +178 New
MWM
963
Mascoma Wealth Management
New Hampshire
$10.7K
AEPWM
964
Atlantic Edge Private Wealth Management
Florida
$10.7K
BP
965
BNP Paribas
France
$10.7K -$3.18K -50 -23%
BA
966
Bellwether Advisors
Nebraska
$10.5K +$10.7K +169 New
FFO
967
Fortitude Family Office
Arizona
$10.3K
BC
968
Barrett & Company
Rhode Island
$10.3K +$64 +1 +0.6%
LFASL
969
Lugano Financial Advisors SA (LFA)
Switzerland
$10.2K +$10.5K +165 New
SAM
970
Synergy Asset Management
Washington
$10K +$9.78K +154 New
CPG
971
Cornerstone Planning Group
New Jersey
$9.82K -$699 -11 -7%
ACA
972
American Capital Advisory
Idaho
$9.79K -$1.08K -17 -10%
SWM
973
Spire Wealth Management
Virginia
$9.79K -$17.8K -280 -64%
AFG
974
Albion Financial Group
Utah
$9.42K +$9.66K +152 New
JFA
975
JNBA Financial Advisors
Minnesota
$9.36K