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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Private Wealth Management Group
New Jersey
$2.88K – – –
AFWM
402
Abich Financial Wealth Management
Virginia
$2.88K +$1.72K +17 +170%
WT
403
Whittier Trust
California
$2.67K – – –
WWM
404
Wolff Wiese Magana
California
$2.56K +$2.43K +24 New
CPG
405
Cornerstone Planning Group
New Jersey
$2.5K – – –
GWM
406
Geneos Wealth Management
Colorado
$2.46K +$2.33K +23 New
VWM
407
Venturi Wealth Management
Texas
$2.35K +$2.23K +22 New
AssetMark Inc
408
AssetMark Inc
California
$1.6K -$405 -4 -21%
BIA
409
Bell Investment Advisors
California
$1.18K – – –
HWA
410
HHM Wealth Advisors
Tennessee
$1.07K – – –
SIC
411
SJS Investment Consulting
Ohio
$962 – – –
BTI
412
Blue Trust Inc
Georgia
$891 +$911 +9 New
HNB
413
Huntington National Bank
Ohio
$748 – – –
LFG
414
Larson Financial Group
Missouri
$748 – – –
DPW
415
DiNuzzo Private Wealth
Pennsylvania
$641 – – –
RWM
416
Raffa Wealth Management
District of Columbia
$641 – – –
AWM
417
Abound Wealth Management
Tennessee
$535 -$101 -1 -17%
GM
418
GeoWealth Management
Illinois
$534 +$506 +5 New
PFBT
419
Parkside Financial Bank & Trust
Missouri
$428 – – –
CTB
420
Country Trust Bank
Illinois
$320 – – –
CA
421
Claris Advisors
Missouri
$214 +$202 +2 New
TFM
422
TFC Financial Management
Massachusetts
$107 – – –
MFG
423
Mendota Financial Group
Wisconsin
$107 +$101 +1 New
LIA
424
Luken Investment Analytics
Tennessee
$53 – – –
LSA
425
Leonteq Securities AG
Switzerland
$1 – – –