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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
351
TFC Financial Management
Massachusetts
$47.5K
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$46.7K +$5.04K +173 +15%
RCM
353
Raleigh Capital Management
North Carolina
$46.5K -$2.44K -84 -6%
MA
354
Montag & Associates
Georgia
$45.4K -$3.84K -132 -9%
CA
355
Clearstead Advisors
Ohio
$43K -$67.8K -2,330 -65%
BCWM
356
Bartlett & Co Wealth Management
Ohio
$41.9K -$5.97K -205 -14%
EWA
357
EverSource Wealth Advisors
Alabama
$38.9K +$8.64K +297 +36%
LWCFA
358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38.4K
PMAM
359
Picton Mahoney Asset Management
Ontario, Canada
$38K +$32.2K +1,105 New
QC
360
Quent Capital
New York
$36.6K +$2.97K +102 +11%
PSB
361
Piscataqua Savings Bank
New Hampshire
$36.1K
BC
362
Broadwater Capital
Massachusetts
$35.9K
RA
363
Rise Advisors
New York
$35.6K
MEG
364
Millstone Evans Group
Colorado
$35.3K +$29.7K +1,021 New
GWM
365
Geneos Wealth Management
Colorado
$35.3K -$1.75K -60 -6%
NFSG
366
Newbridge Financial Services Group
Florida
$34K +$116 +4 +0.4%
WTC
367
WhitTier Trust Company
Nevada
$32.7K -$873 -30 -3%
DMBA
368
Deseret Mutual Benefit Administrators
Utah
$32.1K -$1.75K -60 -6%
IRC
369
Investors Research Corp
Georgia
$31.8K -$931 -32 -3%
CSC
370
Caldwell Sutter Capital
California
$31.8K +$2.71K +93 +11%
MSWA
371
Marshall & Sterling Wealth Advisors
New York
$30.2K +$25.4K +874 New
TWD
372
True Wealth Design
Ohio
$30.2K +$15.3K +524 +151%
VWM
373
Venturi Wealth Management
Texas
$29.9K
QCG
374
Quadrant Capital Group
Ohio
$29.2K +$3.73K +128 +18%
FGA
375
Fortis Group Advisors
New Jersey
$27.7K