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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
626
HHM Wealth Advisors
Tennessee
$1.18K +$1.21K +17 New
CJ
627
Caitlin John
Michigan
$1.04K – – –
CPG
628
Cornerstone Planning Group
New Jersey
$1.02K +$998 +14 New
SFCL
629
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
PMAM
630
Picton Mahoney Asset Management
Ontario, Canada
$1K +$143 +2 +10%
LIS
631
Legacy Investment Solutions
Idaho
$890 -$5.13K -72 -86%
LWMI
632
Legacy Wealth Management (Idaho)
Idaho
$890 -$5.13K -72 -86%
PWA
633
Physician Wealth Advisors
Utah
$829 +$855 +12 New
RTC
634
Riverview Trust Company
Washington
$760 – – –
T
635
Transce3nd
Texas
$760 +$784 +11 New
WCM
636
WealthTrak Capital Management
Virginia
$691 +$713 +10 New
CSWM
637
Cassady Schiller Wealth Management
Ohio
$622 +$641 +9 New
BFPW
638
BOK Financial Private Wealth
Colorado
$553 +$570 +8 New
GFPC
639
Global Financial Private Client
Florida
$483 +$499 +7 New
CWC
640
Carolinas Wealth Consulting
North Carolina
$346 – – –
AWM
641
Avior Wealth Management
Nebraska
$345 -$214 -3 -38%
CAM
642
Chesapeake Asset Management
New York
$345 – – –
NL
643
NVWM LLC
Pennsylvania
$345 +$356 +5 New
NC
644
NewSquare Capital
Pennsylvania
$276 +$285 +4 New
TPW
645
Talon Private Wealth
Florida
$276 +$285 +4 New
PWM
646
Parkworth Wealth Management
California
$207 +$214 +3 New
BF
647
BOK Financial
Oklahoma
$141 -$641 -9 -82%
WA
648
WestEnd Advisors
North Carolina
$138 – – –
AA
649
Ancora Advisors
Ohio
$138 +$143 +2 New
NS
650
NBC Securities
Alabama
$88 -$91K -1,277 -100%