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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Bellevue Asset Management
Washington
$1.48K
BWA
177
BDO Wealth Advisors
Florida
$1.45K
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$1.43K
GRP
179
Global Retirement Partners
California
$1.26K
QCG
180
Quadrant Capital Group
Ohio
$1.17K +$409 +78 +50%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$1K
FMP
182
Financial Management Professionals
Texas
$1K
LWANC
183
Laurel Wealth Advisors (North Carolina)
North Carolina
$996
TFS
184
TrustCore Financial Services
Tennessee
$996
BAM
185
Belpointe Asset Management
Nevada
$996 +$1.05K +200 New
NFSG
186
Newbridge Financial Services Group
Florida
$996 +$1.05K +200 New
RFG
187
RFP Financial Group
Georgia
$692 +$729 +139 New
HWMA
188
Heritage Wealth Management (Arizona)
Arizona
$618 +$325 +62 +100%
BWP
189
Baldwin Wealth Partners
Massachusetts
$498
RA
190
Rise Advisors
New York
$498
IGWM
191
ICA Group Wealth Management
Colorado
$498 +$525 +100 New
AF
192
Allworth Financial
California
$453 +$184 +35 +63%
CP
193
Castleview Partners
Texas
$358
PFBT
194
Parkside Financial Bank & Trust
Missouri
$354
DF
195
DecisionPoint Financial
Arizona
$269 +$283 +54 New
SSB
196
Sandy Spring Bank
Maryland
$249 +$262 +50 New
PA
197
Parallel Advisors
California
$199
KFS
198
Kelly Financial Services
Massachusetts
$179
TWC
199
TD Waterhouse Canada
Ontario, Canada
$127
TWA
200
Tandem Wealth Advisors
Arizona
$125 +$131 +25 New