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Name Holding Trade Value Shares
Change
Change in
Stake
SMG
551
Spectrum Management Group
Indiana
$6K +$7.16K +109 New
MWM
552
MBE Wealth Management
Wisconsin
$6K +$7.95K +121 New
GWS
553
Glassman Wealth Services
Virginia
$5K -$2.37K -36 -27%
HGWM
554
Harvest Group Wealth Management
Massachusetts
$5K – – –
AW
555
Avion Wealth
Texas
$5K +$5.98K +91 New
APWM
556
Atlas Private Wealth Management
New York
$4K – – –
JFA
557
JNBA Financial Advisors
Minnesota
$4K – – –
WAP
558
Wealthcare Advisory Partners
Pennsylvania
$4K +$66 +1 +2%
ZB
559
Zions Bancorporation
Utah
$4K +$854 +13 +22%
PW
560
Price Wealth
Texas
$4K +$1.31K +20 +36%
Federation des caisses Desjardins du Quebec
561
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.91K – – –
BWM
562
BerganKDV Wealth Management
Minnesota
$3K -$23.8K -362 -86%
EFSCE
563
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.45K -22 -27%
SMFS
564
Squar Milner Financial Services
California
$3K – – –
TD Ameritrade Investment Management
565
TD Ameritrade Investment Management
Nebraska
$3K +$591 +9 +18%
HFM
566
Hartford Financial Management
Connecticut
$2K -$13.1K -200 -82%
O'Shaughnessy Asset Management
567
O'Shaughnessy Asset Management
Connecticut
$2K -$6.64K -101 -76%
HR
568
Howe & Rusling
New York
$2K -$66 -1 -3%
CFA
569
Carroll Financial Associates
North Carolina
$2K – – –
TFGT
570
TS Financial Group (TSFG)
Illinois
$2K – – –
Hillsdale Investment Management
571
Hillsdale Investment Management
Ontario, Canada
$2K +$1.97K +30 New
WWM
572
Willingdon Wealth Management
North Carolina
$1K -$4.71M -71,677 -100%
CB
573
CNB Bank
Pennsylvania
$1K – – –
CCA
574
Column Capital Advisors
Indiana
$1K – – –
PFGIA
575
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –