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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
501
West Branch Capital
Massachusetts
$610
FC
502
Financial Consulate
Maryland
$555 +$610 +10 New
BHWM
503
Bay Harbor Wealth Management
Maryland
$554 +$122 +2 +25%
TPBG
504
Turning Point Benefit Group
Maryland
$554 +$610 +10 New
WA
505
Whipplewood Advisors
Colorado
$499 +$549 +9 New
AWM
506
Abound Wealth Management
Tennessee
$475 +$183 +3 +50%
SFCL
507
Strengthening Families & Communities LLC
Massachusetts
$444 -$14.2K -233 -97%
DF
508
Dunhill Financial
United Kingdom
$382 +$244 +4 +133%
SWIM
509
Smallwood Wealth Investment Management
New Jersey
$332
AIS
510
Advocate Investing Services
Maryland
$277 +$305 +5 New
AA
511
Ancora Advisors
Ohio
$277 +$305 +5 New
EW
512
Elyxium Wealth
California
$277 +$305 +5 New
HIA
513
HFM Investment Advisors
New Jersey
$222
HWA
514
HHM Wealth Advisors
Tennessee
$222
RWM
515
Rialto Wealth Management
New York
$222
DT
516
DV Trading
Illinois
$222 +$244 +4 New
IAS
517
IMA Advisory Services
Colorado
$166
PTC
518
Private Trust Company
Ohio
$166
SA
519
Strategic Advocates
Utah
$111 -$366 -6 -75%
DCP
520
Distillate Capital Partners
Illinois
$111 +$61 +1 +100%
TFA
521
Transamerica Financial Advisors
Florida
$111 +$61 +1 +100%
GFA
522
Godfrey Financial Associates
New York
$111 +$122 +2 New
QWM
523
Quaker Wealth Management
New Jersey
$56 -$61 -1 -50%
GI
524
GS Investments
Minnesota
$55
SWA
525
SOA Wealth Advisors
New York
$55