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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
826
Heritage Wealth Advisors
Virginia
$36.9K +$3.54K +60 +12%
NFSG
827
Newbridge Financial Services Group
Florida
$36.2K
FPFS
828
First Personal Financial Services
North Carolina
$34.6K +$1.89K +32 +6%
WI
829
Wintrust Investments
Illinois
$34K -$260K -4,404 -89%
FNWA
830
Financial Network Wealth Advisors
Utah
$33.6K -$2.83K -48 -9%
CPA
831
Clear Point Advisors
New York
$32.9K
T
832
Tidemark
California
$32.9K
FMB
833
Field & Main Bank
Kentucky
$32.9K
VCM
834
Versant Capital Management
Arizona
$32.4K +$6.13K +104 +27%
HWM
835
Hemington Wealth Management
Virginia
$32K +$24.5K +416 New
CT
836
Coastline Trust
Rhode Island
$31.3K +$28.1K +476 New
IHWM
837
Iron Horse Wealth Management
Iowa
$31K +$354 +6 +1%
ADL
838
Asset Dedication LLC
California
$30.3K
LIS
839
Legacy Investment Solutions
Idaho
$29.8K +$23.8K +404 New
LWMI
840
Legacy Wealth Management (Idaho)
Idaho
$29.8K +$23.8K +404 New
CTC
841
Cetera Trust Company
Minnesota
$29.3K +$26.3K +446 New
FMP
842
Financial Management Professionals
Texas
$29K
FFO
843
Fortitude Family Office
Arizona
$29K +$21K +356 +424%
TVWM
844
Tower View Wealth Management
Wisconsin
$27.2K
BCMLT
845
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K +$21.3K +362 +754%
MSFP
846
Mark Sheptoff Financial Planning
Connecticut
$26.3K
BFPW
847
BOK Financial Private Wealth
Colorado
$26.3K +$23.6K +400 New
NFA
848
Northwest Financial Advisors
Virginia
$26.3K +$23.6K +400 New
UIA
849
Ulland Investment Advisors
Minnesota
$26K
MCM
850
MV Capital Management
Maryland
$25.8K -$118 -2 -0.5%