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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
626
Prestige Wealth Management Group
New Jersey
$8K +$102 +1 +1%
SIC
627
SJS Investment Consulting
Ohio
$8K +$7.14K +70 New
HWP
628
Highline Wealth Partners
California
$7.01K +$7.14K +70 New
MA
629
MUFG Americas
New York
$7K +$6.63K +65 New
TVWM
630
Tower View Wealth Management
Wisconsin
$7K +$6.63K +65 New
Bank Julius Baer & Co
631
Bank Julius Baer & Co
Switzerland
$6K -$43.5K -426 -87%
TFGT
632
TS Financial Group (TSFG)
Illinois
$6K -$18.4K -180 -76%
CWM
633
Castle Wealth Management
Florida
$6K -$2.04K -20 -27%
EARNEST Partners
634
EARNEST Partners
Georgia
$6K
HIA
635
Harbor Investment Advisory
Maryland
$6K
MWC
636
MBM Wealth Consultants
Missouri
$6K
SSB
637
Sandy Spring Bank
Maryland
$6K +$612 +6 +11%
SC
638
SouthState Corp
Florida
$6K +$6.12K +60 New
NICM
639
Neo Ivy Capital Management
New York
$5K -$77K -754 -94%
BAM
640
Byrne Asset Management
New Jersey
$5K -$1.02K -10 -17%
CA
641
Crewe Advisors
Utah
$5K
ME
642
McIlrath & Eck
Washington
$5K
NSB
643
Norway Savings Bank
Maine
$5K
TCM
644
Tradewinds Capital Management
Washington
$5K
TWA
645
TCI Wealth Advisors
Arizona
$5K +$612 +6 +14%
JWM
646
Janiczek Wealth Management
Colorado
$5K +$5.1K +50 New
BTI
647
Blue Trust Inc
Georgia
$5K +$7.55K +74 New
ADL
648
Asset Dedication LLC
California
$4K
CAC
649
Core Alternative Capital
Georgia
$4K
POIA
650
Pin Oak Investment Advisors
Texas
$4K