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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$30K +$3.32K +130 +12%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$28K +$7.31K +286 +32%
PFS
203
Prospera Financial Services
Texas
$26K -$8.41K -329 -24%
AIM
204
Anchor Investment Management
South Carolina
$24.1K
HNWAG
205
High Net Worth Advisory Group
Florida
$24K
ACM
206
Aquatic Capital Management
Illinois
$24K +$15.3K +600 +150%
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$4.52K -177 -16%
HNB
208
Huntington National Bank
Ohio
$22K -$17.4K -680 -43%
CFO
209
CVA Family Office
Colorado
$18K -$27.2K -1,064 -59%
RE
210
RBC Europe
United Kingdom
$18K
BTI
211
Blue Trust Inc
Georgia
$16K +$14.4K +562 New
GWS
212
Glassman Wealth Services
Virginia
$15K -$9.69K -379 -38%
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$15K
FPS
214
Fieldpoint Private Securities
Connecticut
$13K -$62.6K -2,450 -82%
WWM
215
Wolff Wiese Magana
California
$13K
FRA
216
Front Row Advisors
California
$11K
TCWA
217
Ten Capital Wealth Advisors
Washington
$11K
PTC
218
Private Trust Company
Ohio
$11K +$11.9K +467 New
VVP
219
Venture Visionary Partners
Ohio
$10.9K +$11.5K +450 New
WAS
220
Winch Advisory Services
Wisconsin
$10K
HWA
221
HHM Wealth Advisors
Tennessee
$10K +$7.97K +312 +262%
HI
222
Hudock Inc
Pennsylvania
$9K
MWM
223
Mascoma Wealth Management
New Hampshire
$9K
MAM
224
Meeder Asset Management
Ohio
$9K +$3.32K +130 +56%
CHA
225
Carmichael Hill & Associates
Maryland
$7K