Name Holding Trade Value Shares
Change
Change in
Stake
BSB
501
Bangor Savings Bank
Maine
$1.92K – – –
KWAG
502
Kiely Wealth Advisory Group
North Carolina
$1.9K – – –
LFG
503
Larson Financial Group
Missouri
$1.87K +$213 +10 +13%
PWMG
504
Prestige Wealth Management Group
New Jersey
$1.83K – – –
N
505
Natixis
France
$1.76K – – –
CSWM
506
Cassady Schiller Wealth Management
Ohio
$1.74K +$1.7K +80 New
FFC
507
First Financial Corp
Indiana
$1.74K – – –
BHWM
508
Beaird Harris Wealth Management
Texas
$1.7K – – –
AWM
509
Abound Wealth Management
Tennessee
$1.7K +$85 +4 +5%
SVCP
510
Silicon Valley Capital Partners
California
$1.65K -$43 -2 -3%
KHC
511
Koesten Hirschmann & Crabtree
Kansas
$1.65K – – –
BLC
512
Brown, Lisle/Cummings
Rhode Island
$1.65K +$510 +24 +46%
AssetMark Inc
513
AssetMark Inc
California
$1.63K +$43 +2 +3%
LF
514
LifeSteps Financial
California
$1.63K +$1.59K +75 New
MCM
515
MidAtlantic Capital Management
Virginia
$1.61K -$3.47K -163 -69%
WIA
516
Wetzel Investment Advisors
Indiana
$1.59K – – –
CFS
517
CGC Financial Services
Oregon
$1.59K – – –
CPBTD
518
Central Pacific Bank - Trust Division
Hawaii
$1.57K +$1.55K +73 New
CQS
519
Credential Qtrade Securities
$1.57K – – –
AP
520
Aspect Partners
Virginia
$1.52K – – –
JWM
521
Janiczek Wealth Management
Colorado
$1.48K +$510 +24 +55%
MCM
522
MV Capital Management
Maryland
$1.44K – – –
TLA
523
Tanglewood Legacy Advisors
Texas
$1.41K – – –
ANBT
524
American National Bank & Trust
Texas
$1.39K +$999 +47 +276%
CWC
525
Carolinas Wealth Consulting
North Carolina
$1.37K -$1.91K -90 -59%