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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1901
Aurora Private Wealth
New Jersey
$643K -$5.1K -94 -0.8%
CNBT
1902
Cornerstone National Bank & Trust
Illinois
$636K +$647K +11,933 New
DC
1903
DeDora Capital
California
$635K +$2.71K +50 +0.4%
CAM
1904
Congress Asset Management
Massachusetts
$634K +$12.6K +233 +2%
ACM
1905
AlphaStar Capital Management
North Carolina
$634K +$318K +5,861 +107%
HCMT
1906
Highland Capital Management (Tennessee)
Tennessee
$631K
GAG
1907
GM Advisory Group
New York
$629K
SSWM
1908
Smith Salley Wealth Management
North Carolina
$629K +$215K +3,971 +51%
MWA
1909
Meridian Wealth Advisors
Texas
$628K +$13.6K +250 +2%
HIM
1910
Hillsdale Investment Management
Ontario, Canada
$627K -$43.9K -810 -6%
SG
1911
Stonnington Group
California
$627K +$10.8K +200 +2%
TC
1912
TownSquare Capital
Utah
$626K -$77.6K -1,432 -11%
LA
1913
Latitude Advisors
Florida
$624K +$348K +6,414 +121%
CBFP
1914
Cedar Brook Financial Partners
Ohio
$623K +$27.6K +509 +5%
CYG
1915
Clean Yield Group
Vermont
$622K -$10.8K -200 -2%
IWA
1916
IVC Wealth Advisors
Pennsylvania
$622K -$7.92K -146 -1%
PWA
1917
Physician Wealth Advisors
Utah
$622K +$108 +2 +0%
GA
1918
Geller Advisors
New York
$621K +$34.2K +630 +6%
WCG
1919
Weaver Consulting Group
California
$619K +$9.65K +178 +2%
TWM
1920
Titus Wealth Management
California
$618K -$7.75K -143 -1%
MAM
1921
Martingale Asset Management
Massachusetts
$618K +$18.1K +333 +3%
PCP
1922
Proficio Capital Partners
Massachusetts
$617K -$108K -1,988 -15%
LWP
1923
Legacy Wealth Planning
Nevada
$617K -$14.6K -269 -2%
OFG
1924
OmniStar Financial Group
North Carolina
$616K +$627K +11,561 New
CC
1925
Callan Capital
California
$614K