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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
401
Golden State Wealth Management
California
$20.4K
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$19.6K -$1.55K -39 -8%
TPWA
403
Twin Peaks Wealth Advisors
California
$19.1K +$21.6K +544 New
PTC
404
Private Trust Company
Ohio
$18.8K -$1.59K -40 -8%
MCM
405
Manchester Capital Management
Vermont
$17.6K +$4.25K +107 +34%
BF
406
BOK Financial
Oklahoma
$16.7K
TFIPS
407
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.7K
GRP
408
Global Retirement Partners
California
$16.4K +$15.6K +392 New
TWC
409
TD Waterhouse Canada
Ontario, Canada
$14.8K +$5.36K +135 +65%
TCM
410
Traub Capital Management
Massachusetts
$13.4K +$12.7K +320 New
AAS
411
Ameritas Advisory Services
Nebraska
$12.8K +$12.2K +307 New
OLVIG
412
Oliver Lagore Vanvalin Investment Group
Michigan
$12.7K +$11.9K +300 New
LFG
413
Larson Financial Group
Missouri
$12.6K -$1.11K -28 -8%
TCM
414
Tradewinds Capital Management
Washington
$10.4K
HNW
415
High Note Wealth
Minnesota
$8.73K +$4.96K +125 +149%
TH
416
TCTC Holdings
Texas
$8.39K
CSB
417
City State Bank
Iowa
$8.22K
HNB
418
Hilltop National Bank
Wyoming
$8.18K +$7.79K +196 New
VNA
419
Valley National Advisers
Pennsylvania
$8K
PFG
420
Putney Financial Group
California
$7.1K
SWM
421
Spire Wealth Management
Virginia
$6.72K -$5.8K -146 -48%
HI
422
Harbour Investments
Wisconsin
$6.72K -$79 -2 -1%
CG
423
Curat Global
New Hampshire
$6.68K
BFS
424
Bare Financial Services
Pennsylvania
$6.47K +$6.16K +155 New
PWMG
425
Private Wealth Management Group
New Jersey
$5.93K -$1.99K -50 -26%