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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$10.4K +$3.56K +7 +54%
PWMG
602
Private Wealth Management Group
New Jersey
$9.91K – – –
TWD
603
True Wealth Design
Ohio
$9.39K – – –
BLC
604
Brown, Lisle/Cummings
Rhode Island
$9.39K +$9.15K +18 New
FCAS
605
First Command Advisory Services
Texas
$8.34K – – –
TM
606
Torren Management
California
$7.82K -$117K -230 -94%
S
607
Sachetta
Massachusetts
$7.3K +$508 +1 +8%
PSFG
608
Park Square Financial Group
Georgia
$7.3K -$22.4K -44 -76%
IAAG
609
Innovative Asset Advisors Group
Connecticut
$7.3K +$7.12K +14 New
JFA
610
JNBA Financial Advisors
Minnesota
$6.78K +$6.61K +13 New
HNW
611
High Note Wealth
Minnesota
$6.26K – – –
TLFA
612
True Link Financial Advisors
California
$6.26K +$6.1K +12 New
ST
613
Smithfield Trust
Pennsylvania
$6K – – –
HCM
614
Hollencrest Capital Management
California
$5.74K -$231K -454 -98%
BIA
615
Bell Investment Advisors
California
$5.74K -$2.54K -5 -31%
LI
616
LRI Investments
Florida
$5.74K – – –
MAM
617
Marquette Asset Management
Minnesota
$5.22K +$1.52K +3 +43%
MMCM
618
Murphy & Mullick Capital Management
New York
$5.21K – – –
BHWM
619
Bay Harbor Wealth Management
Maryland
$5.21K +$2.54K +5 +100%
NFSG
620
Newbridge Financial Services Group
Florida
$5.21K +$5.08K +10 New
W
621
WealthCollab
Washington
$4.69K – – –
BWL
622
Bogart Wealth LLC
Virginia
$4.69K +$508 +1 +13%
MAFA
623
MJT & Associates Financial Advisory
Minnesota
$4.69K +$508 +1 +13%
BFS
624
Bare Financial Services
Pennsylvania
$4.69K +$1.52K +3 +50%
SIC
625
SJS Investment Consulting
Ohio
$4.69K +$2.54K +5 +125%