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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
301
Sound Income Strategies
Florida
$22K
SPIA
302
Steward Partners Investment Advisory
New York
$22K
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$22K +$419 +8 +2%
STCOSD
304
Sageworth Trust Company of South Dakota
South Dakota
$18.7K
SWM
305
Spire Wealth Management
Virginia
$18.2K +$17.3K +331 New
AWM
306
Atticus Wealth Management
Florida
$16.5K
HCP
307
Hexagon Capital Partners
Arkansas
$16.5K
TLA
308
Tanglewood Legacy Advisors
Texas
$14.3K
FHA
309
First Horizon Advisors
Tennessee
$11.2K +$10.6K +203 New
PCM
310
Pointe Capital Management
Michigan
$11K +$10.5K +200 New
TFGT
311
TS Financial Group (TSFG)
Illinois
$11K
ST
312
Sageworth Trust
Pennsylvania
$10.9K
Bessemer Group
313
Bessemer Group
New Jersey
$10K
WT
314
Whittier Trust
California
$9.63K
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$9.47K +$4.55K +87 +102%
SSC
316
Syverson Strege & Co
Iowa
$9K +$52 +1 +0.6%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$6K -$8.53K -163 -60%
ST
318
Smithfield Trust
Pennsylvania
$6K
CTA
319
Colonial Trust Advisors
South Carolina
$5.72K
GRP
320
Global Retirement Partners
California
$5.21K
CAL
321
Capital Advisors Ltd
Ohio
$5K -$14.3K -273 -74%
SWA
322
SOA Wealth Advisors
New York
$4.96K
VWM
323
Venturi Wealth Management
Texas
$4.63K +$4.4K +84 New
JWA
324
JFS Wealth Advisors
Pennsylvania
$4.35K -$209 -4 -5%
SFG
325
Steward Financial Group
Texas
$4K +$2.51K +48 +185%