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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
701
CGC Financial Services
Oregon
$980 – – –
BHWM
702
Bay Harbor Wealth Management
Maryland
$979 +$246 +5 +33%
JFGIW
703
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$931 +$936 +19 New
TFA
704
Transamerica Financial Advisors
Florida
$931 +$936 +19 New
FNWA
705
Financial Network Wealth Advisors
Utah
$882 – – –
PMFA
706
Plante Moran Financial Advisors
Michigan
$882 – – –
Bogart Wealth LLC
707
Bogart Wealth LLC
Virginia
$833 +$838 +17 New
Geneos Wealth Management
708
Geneos Wealth Management
Colorado
$784 -$12.3K -250 -94%
TCB
709
Texas Capital Bancshares
Texas
$735 +$739 +15 New
SIC
710
SJS Investment Consulting
Ohio
$686 – – –
RWM
711
Rialto Wealth Management
New York
$588 -$542 -11 -48%
WA
712
WPG Advisers
Maryland
$588 – – –
Spire Wealth Management
713
Spire Wealth Management
Virginia
$588 +$591 +12 New
TCA
714
Trifecta Capital Advisors
Illinois
$539 – – –
HIA
715
HFM Investment Advisors
New Jersey
$539 +$148 +3 +38%
KG
716
Kilter Group
New York
$490 -$1.73K -35 -78%
AT
717
Arlington Trust
Alabama
$490 – – –
BFS
718
Bare Financial Services
Pennsylvania
$490 +$493 +10 New
WWA
719
Wealth Watch Advisors
Colorado
$490 +$493 +10 New
PCFFS
720
Pacific Center for Financial Services
California
$441 – – –
HHGA
721
Halbert Hargrove Global Advisors
California
$441 +$443 +9 New
LWMI
722
Legacy Wealth Management (Idaho)
Idaho
$392 – – –
EFMH
723
E Fund Management (HK)
Hong Kong
$392 +$394 +8 New
TFM
724
TFC Financial Management
Massachusetts
$343 – – –
SWA
725
SOA Wealth Advisors
New York
$299 – – –