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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
476
Cornerstone Planning Group
New Jersey
$18.9K
GBT
477
Grove Bank & Trust
Florida
$18.9K +$503 +17 +3%
FNWA
478
Financial Network Wealth Advisors
Utah
$18.6K +$10.2K +346 +140%
CAL
479
Capital Analysts LLC
Pennsylvania
$18K
GKIM
480
GW&K Investment Management
Massachusetts
$18K
TCM
481
TD Capital Management
Tennessee
$17.4K +$414 +14 +3%
AWM
482
Abound Wealth Management
Tennessee
$17.4K
PWAM
483
Private Wealth Asset Management
Iowa
$17.3K
CFM
484
Cornerstone Financial Management
Massachusetts
$17K +$5.47K +185 +52%
TWD
485
True Wealth Design
Ohio
$16.9K +$680 +23 +4%
Nisa Investment Advisors
486
Nisa Investment Advisors
Missouri
$16.6K +$3.4K +115 +28%
EWP
487
Elevation Wealth Partners
California
$15.8K +$14.8K +502 New
WA
488
Whipplewood Advisors
Colorado
$15.5K -$47.8K -1,617 -77%
SIM
489
Synergy Investment Management
Florida
$15.1K +$13.8K +466 New
APFP
490
Action Point Financial Planning
Michigan
$14.3K +$13.6K +459 New
GEA
491
Glen Eagle Advisors
New Jersey
$14.3K +$355 +12 +3%
FB
492
First Bancorp
Maine
$14.1K +$13.3K +450 New
KG
493
Kilter Group
New York
$13.8K +$9.67K +327 +292%
SWM
494
SHP Wealth Management
Massachusetts
$13.5K +$2.9K +98 +30%
AA
495
Ancora Advisors
Ohio
$13.3K -$1.69K -57 -12%
RWS
496
Retirement Wealth Solutions
Wisconsin
$13K +$3.05K +103 +33%
Kayne Anderson Rudnick Investment Management
497
Kayne Anderson Rudnick Investment Management
California
$12.9K
SWA
498
SOA Wealth Advisors
New York
$12.8K +$379K +12,809 New
AEPWM
499
Atlantic Edge Private Wealth Management
Florida
$12.6K
AWA
500
Acumen Wealth Advisors
Tennessee
$12.5K