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Name Holding Trade Value Shares
Change
Change in
Stake
WG
701
Wellington Group
Indiana
$46.3K -$8.21K -392 -15%
AWM
702
Activest Wealth Management
Florida
$45.1K +$1.84K +88 +4%
TWD
703
True Wealth Design
Ohio
$45.1K +$11.2K +533 +31%
KA
704
Kozak & Associates
Colorado
$44.7K +$461 +22 +1%
IPS
705
Investors Portfolio Services
Washington
$44.6K -$8.02K -383 -15%
Q1WB
706
Quest 10 Wealth Builders
Virginia
$42.6K -$566 -27 -1%
MCM
707
MV Capital Management
Maryland
$42.5K +$2.2K +105 +5%
RFS
708
Richardson Financial Services
Massachusetts
$41.5K +$4.82K +230 +13%
MA
709
MCF Advisors
Kentucky
$40.1K +$2.1K +100 +5%
IAIM
710
International Assets Investment Management
Florida
$39.9K -$603K -28,800 -94%
ACA
711
American Capital Advisory
Idaho
$39.4K +$1.59K +76 +4%
GWM
712
Geneos Wealth Management
Colorado
$39.3K -$3.19K -152 -7%
QC
713
Quent Capital
New York
$37.5K +$1.61K +77 +4%
S
714
Sachetta
Massachusetts
$37K +$2.54K +121 +7%
MPWT
715
MassMutual Private Wealth & Trust
Connecticut
$36.1K -$7.61K -363 -17%
PIS
716
POM Investment Strategies
North Carolina
$35.9K +$11K +524 +41%
FUBT
717
First United Bank & Trust
Maryland
$35.1K
SWM
718
Spire Wealth Management
Virginia
$34.9K -$293 -14 -0.8%
KFA
719
Kelleher Financial Advisors
New York
$34.7K
OCWP
720
Owl Creek Wealth Partners
Colorado
$32.1K +$33.6K +1,602 New
WWM
721
Wolff Wiese Magana
California
$30.9K
TF
722
Tompkins Financial
New York
$30.2K
ST
723
Smithfield Trust
Pennsylvania
$30K
GA
724
GoalVest Advisory
New York
$29.6K
IA
725
IFG Advisory
Georgia
$28.9K +$30.2K +1,440 New