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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1276
Focused Wealth Management
New York
$38K +$904 +4 +3%
PFGIA
1277
Patriot Financial Group Insurance Agency
Massachusetts
$37K – – –
SWM
1278
Sugarloaf Wealth Management
Georgia
$37K – – –
CWP
1279
Concord Wealth Partners
Virginia
$36K +$14.2K +63 +69%
CNBTD
1280
Citizens National Bank Trust Department
Mississippi
$35K +$33.9K +150 New
IFS
1281
Intelligent Financial Strategies
Minnesota
$35K +$33.9K +150 New
T
1282
TOBAM
France
$33K -$38.9K -172 -55%
EARNEST Partners
1283
EARNEST Partners
Georgia
$33K – – –
PWMG
1284
Prestige Wealth Management Group
New Jersey
$31K -$6.1K -27 -17%
HIIFS
1285
Harel Insurance Investments & Financial Services
Israel
$30K -$84.5K -374 -74%
FPFS
1286
First Personal Financial Services
North Carolina
$30K +$9.04K +40 +46%
EPM
1287
Equitec Proprietary Markets
Illinois
$30K +$28.5K +126 New
FCA
1288
FinTrust Capital Advisors
South Carolina
$29K -$4.97K -22 -15%
WFA
1289
West Financial Advisors
Iowa
$29K – – –
CH
1290
Canton Hathaway
Rhode Island
$28K – – –
JFGIW
1291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K – – –
KTC
1292
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
BWM
1293
Baystate Wealth Management
Massachusetts
$28K +$1.81K +8 +7%
RPCONE
1294
Retirement Planning Company of New England
Rhode Island
$28K +$27.3K +121 New
ODG
1295
O'Dell Group
Ohio
$27K – – –
POIA
1296
Pin Oak Investment Advisors
Texas
$27K – – –
IPW
1297
IronBridge Private Wealth
Texas
$27K +$226 +1 +0.9%
ADL
1298
Asset Dedication LLC
California
$26K -$24.2K -107 -50%
EWA
1299
EverSource Wealth Advisors
Alabama
$26K +$24.9K +110 New
PA
1300
PSI Advisors
Florida
$25K +$226 +1 +0.9%