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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1201
Prentice Wealth Management
New York
$88K +$88.6K +230 New
DAM
1202
Delta Asset Management
Tennessee
$87K +$87.8K +228 New
IAIM
1203
International Assets Investment Management
Florida
$86K – – –
CWC
1204
Carolinas Wealth Consulting
North Carolina
$80K -$26.2K -68 -25%
ICM
1205
Islay Capital Management
Texas
$79K – – –
JGIA
1206
Jackson Grant Investment Advisers
Connecticut
$79K – – –
NR
1207
Newfound Research
Massachusetts
$78K -$55.1K -143 -41%
MPWT
1208
MassMutual Private Wealth & Trust
Connecticut
$78K +$3.85K +10 +5%
TI
1209
Truehand Inc
New Hampshire
$77K – – –
VCM
1210
Versant Capital Management
Arizona
$76K – – –
GCGDR
1211
Geo Capital Gestora de Recursos
Brazil
$76K +$40.8K +106 +115%
CFO
1212
CVA Family Office
Colorado
$76K +$71.2K +185 +1,423%
ED
1213
Exane Derivatives
France
$75.5K – – –
BCM
1214
Birch Capital Management
Texas
$75K – – –
MF
1215
Manchester Financial
California
$75K +$18.1K +47 +31%
CFGS
1216
Concourse Financial Group Securities
Alabama
$73K -$21.2K -55 -22%
SWA
1217
Sutton Wealth Advisors
Florida
$72.8K +$2.69K +7 +4%
GWS
1218
Glassman Wealth Services
Virginia
$72K +$10.4K +27 +17%
GWSG
1219
GPS Wealth Strategies Group
Colorado
$72K +$72.8K +189 New
HIM
1220
Hillsdale Investment Management
Ontario, Canada
$71K -$591K -1,535 -89%
WT
1221
Washington Trust
Rhode Island
$71K – – –
WAP
1222
Wealthcare Advisory Partners
Pennsylvania
$69K +$69.3K +180 New
Jones Financial Companies
1223
Jones Financial Companies
Missouri
$68K +$35.4K +92 +108%
CWP
1224
Concord Wealth Partners
Virginia
$65K +$27.7K +72 +74%
SLF
1225
Sun Life Financial
Ontario, Canada
$63K +$3.08K +8 +5%